JPMorgan Company
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Employees
Employee
Years
Job
Industry
Keith Dipple, Ph.D. Keith Dipple, Ph.D.'s JPMorgan Experience March 1989 - April 2009
Job Executive Director of Internship Programming at IES Abroad
Industry Higher Education
Experience
IES Abroad October 2013 - Present
The University of Chicago July 2009 - October 2013
Keller Graduate School of Management January 2009 - June 2009
JPMorgan March 1989 - April 2009
Skills
Leadership, Change Management, Conflict Resolution, Human Resources, Higher Education, Teaching, Sales, Nonprofits, Career Counseling, Public Speaking, Program Management, Recruiting, Strategic Planning, Onboarding, Coaching, Personnel Management, Leadership Development, Market Risk, Mentoring, Customer Service, Research, Staff Development
Education
Capella University 2009 — 2015
Doctor of Philosophy (Ph.D.), Higher Education with a Specialization in Leadership in higer Education, Graduated with Distinction
Bellevue University 2006 — 2008
MA, Leadership
Eltham Green Specialist Sports College
British Economic History 1755-1939
IES Abroad October 2013 - Present
The University of Chicago July 2009 - October 2013
Keller Graduate School of Management January 2009 - June 2009
JPMorgan March 1989 - April 2009
Skills
Leadership, Change Management, Conflict Resolution, Human Resources, Higher Education, Teaching, Sales, Nonprofits, Career Counseling, Public Speaking, Program Management, Recruiting, Strategic Planning, Onboarding, Coaching, Personnel Management, Leadership Development, Market Risk, Mentoring, Customer Service, Research, Staff Development
Education
Capella University 2009 — 2015
Doctor of Philosophy (Ph.D.), Higher Education with a Specialization in Leadership in higer Education, Graduated with Distinction
Bellevue University 2006 — 2008
MA, Leadership
Eltham Green Specialist Sports College
British Economic History 1755-1939
Paul Gerling Paul Gerling's JPMorgan Experience June 2007 - November 2008
Job Internal Sales Director Core Market
Industry Financial Services
Experience
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
EMPOWER Retirement March 2013 - Present
Great-West Retirement Services November 2008 - March 2013
Great-West Retirement Services November 2008 - January 2011
JPMorgan June 2007 - November 2008
Starz Entertainment Group July 2002 - January 2005
American Century Investments 1993 - 2002
The Limited August 1991 - May 1992
Skills
401k, Business Analysis, Customer Service, Retirement Planning, Employee Benefits, IRAs, FINRA, Pensions, Insurance, Retail, Series 7, Investments, Roth IRA, Series 6, Process Improvement, Sales, Financial Services, Asset Management, Securities, Series 63, Project Management, Recruiting, Retirement, Fixed Annuities, Mutual Funds, Human Resources
Education
Kansas State University 1989 — 1991
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Benedictine College 1987 — 1989
History
Rockhurst High School 1983 — 1986
St Josephs Grade School 1976 — 1982
Zoraida Morales-Rodriguez's JPMorgan Experience January 1993 - December 1996
Job Administrator
Industry Education Management
Experience
Rutgers University November 2013 - Present
Rutgers University February 2013 - October 2013
Rutgers University Foundation January 2012 - June 2012
Rutgers, The State University of New Jersey November 2011 - December 2011
Morgan Stanley May 2003 - March 2009
Morgan Stanley October 1997 - April 2004
JPMorgan January 1993 - December 1996
Ernst & Young July 1990 - December 1993
Skills
Office Management, Team Building, Staff Development, Financial Policies &..., Records Management, Meeting Planning, Corporate Events, English-Spanish, Doodle, Advance Web Access, Microsoft Excel, Microsoft Word, HRIS Database Management, Fundraising, Institutional..., Recruiting, Staffing Coordination, Project Management, Corporate Finance, Production Budgeting, PeopleSoft, Internet, Written & Oral..., Public Speaking, Program Development, Microsoft Office, Performance Management, Mergers, New Hire Orientations, Onboarding, Event Management, Employee Relations, Interviews, Human Resources, Higher Education, Accounting, Office Administration, Course scheduling, Department Budget..., Sabbatical leaves, Hiring Foreign Nationals, Professional Services..., Foreign Wire Transfers, Supervisory Experience, Academic Administration, Research, Management, Event Planning, Customer Service, PowerPoint
Education
Florida Institute of Technology 2008 — 2014
Candidate for B.A.
Laguardia Community College 1989 — 1992
A.S.
City University of New York-Baruch College 1981 — 1990
none
Rutgers University November 2013 - Present
Rutgers University February 2013 - October 2013
Rutgers University Foundation January 2012 - June 2012
Rutgers, The State University of New Jersey November 2011 - December 2011
Morgan Stanley May 2003 - March 2009
Morgan Stanley October 1997 - April 2004
JPMorgan January 1993 - December 1996
Ernst & Young July 1990 - December 1993
Skills
Office Management, Team Building, Staff Development, Financial Policies &..., Records Management, Meeting Planning, Corporate Events, English-Spanish, Doodle, Advance Web Access, Microsoft Excel, Microsoft Word, HRIS Database Management, Fundraising, Institutional..., Recruiting, Staffing Coordination, Project Management, Corporate Finance, Production Budgeting, PeopleSoft, Internet, Written & Oral..., Public Speaking, Program Development, Microsoft Office, Performance Management, Mergers, New Hire Orientations, Onboarding, Event Management, Employee Relations, Interviews, Human Resources, Higher Education, Accounting, Office Administration, Course scheduling, Department Budget..., Sabbatical leaves, Hiring Foreign Nationals, Professional Services..., Foreign Wire Transfers, Supervisory Experience, Academic Administration, Research, Management, Event Planning, Customer Service, PowerPoint
Education
Florida Institute of Technology 2008 — 2014
Candidate for B.A.
Laguardia Community College 1989 — 1992
A.S.
City University of New York-Baruch College 1981 — 1990
none
Grady Ligon Grady Ligon's JPMorgan Experience 2003 - 2007
Job Chief Information Officer at HSF Affiliates LLC
Industry Information Technology and Services
Experience
HSF Affiliates LLC October 2012 - Present
Brookfield Residential Property Services March 2012 - December 2012
Prudential Real Estate & Relocation 2007 - April 2012
JPMorgan 2003 - 2007
Altra Energy Technologies 2001 - 2002
Enron 1999 - 2001
Koch Industries 1996 - 1999
BSG 1992 - 1995
Arthur Andersen 1990 - 1992
Skills
Investment Banking, Real Estate, Consulting, Project Planning, IT Strategy, Leadership, Team Management, IT Management, SDLC, Management, E-commerce, Integration, Project Management, SharePoint, Software Development, Agile Methodologies, Strategy, Vendor Management, Business Analysis
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Information Systems & Statistics
HSF Affiliates LLC October 2012 - Present
Brookfield Residential Property Services March 2012 - December 2012
Prudential Real Estate & Relocation 2007 - April 2012
JPMorgan 2003 - 2007
Altra Energy Technologies 2001 - 2002
Enron 1999 - 2001
Koch Industries 1996 - 1999
BSG 1992 - 1995
Arthur Andersen 1990 - 1992
Skills
Investment Banking, Real Estate, Consulting, Project Planning, IT Strategy, Leadership, Team Management, IT Management, SDLC, Management, E-commerce, Integration, Project Management, SharePoint, Software Development, Agile Methodologies, Strategy, Vendor Management, Business Analysis
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Information Systems & Statistics
Brett Fenn Brett Fenn's JPMorgan Experience 2007 - July 2013
Job Senior Banker at J.P. Morgan Securities
Industry Oil & Energy
Experience
J.P. Morgan Securities August 2013 - Present
JPMorgan 2007 - July 2013
JPMorgan 2004 - 2007
JPMorgan Chase 2001 - 2004
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Baylor University - Hankamer School of Business 1997 — 2001
Stratford High School 1993 — 1997
Leadership Dallas
J.P. Morgan Securities August 2013 - Present
JPMorgan 2007 - July 2013
JPMorgan 2004 - 2007
JPMorgan Chase 2001 - 2004
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Baylor University - Hankamer School of Business 1997 — 2001
Stratford High School 1993 — 1997
Leadership Dallas
Kelly Lindsey Kelly Lindsey's JPMorgan Experience 1995 - 2011
Job
Industry Banking
Experience
J.P. Morgan May 1995 - Present
JPMorgan 1995 - 2011
Skills
Banking, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Program Management, Management, Visio, PMO
Education
Baylor University 1981 — 1983
BBA, Marketing/Management
J.P. Morgan May 1995 - Present
JPMorgan 1995 - 2011
Skills
Banking, Business Analysis, Disaster Recovery, IT Strategy, Risk Management, Program Management, Management, Visio, PMO
Education
Baylor University 1981 — 1983
BBA, Marketing/Management
Bob Pease's JPMorgan Experience June 2000 - August 2000
Job Executive Director, Infrastructure Investments Group, JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management 2007 - Present
Highbridge Capital Management March 2013 - April 2014
Goldman Sachs May 2006 - May 2007
Goldman Sachs July 2001 - April 2006
JPMorgan June 2000 - August 2000
Skills
Investments, Asset Management, Trading, Equities, Customer Relations, Securities, Capital Markets, Hedging, Alternative Investments, Infrastructure, Private Equity, Business Development, Capital Raising, Hedge Funds, Asset Managment, Marketing Strategy, Manage Client..., Fixed Income, Financial Structuring, Fund Of Funds, Investor Relations, Investment Management
Education
Boston College 1997 — 2001
BS, Finance & Economics
J.P. Morgan Asset Management 2007 - Present
Highbridge Capital Management March 2013 - April 2014
Goldman Sachs May 2006 - May 2007
Goldman Sachs July 2001 - April 2006
JPMorgan June 2000 - August 2000
Skills
Investments, Asset Management, Trading, Equities, Customer Relations, Securities, Capital Markets, Hedging, Alternative Investments, Infrastructure, Private Equity, Business Development, Capital Raising, Hedge Funds, Asset Managment, Marketing Strategy, Manage Client..., Fixed Income, Financial Structuring, Fund Of Funds, Investor Relations, Investment Management
Education
Boston College 1997 — 2001
BS, Finance & Economics
David W. Canter-McMillan David W. Canter-McMillan's JPMorgan Experience August 2002 - March 2006
Job Operational Risk Management: Global Trading & Operations
Industry Financial Services
Experience
Macquarie Group February 2013 - Present
Deutsche Bank November 2011 - January 2013
Deutsche Bank January 2011 - November 2011
Deutsche Bank January 2010 - January 2011
Deutsche Bank March 2009 - June 2010
Deustche Bank March 2006 - February 2009
Strategic Value Partners February 2005 - March 2006
JPMorgan August 2002 - March 2006
Skills
Derivatives, Valuation, Settlements, Clearing, Dodd Frank, Nearshoring, Offshoring, Matrix Management, Regulatory Affairs, Exchange Traded..., Documentation, Fixed Income Prime..., Dodd-Frank, Settlement, Fixed Income, Prime Brokerage, Operational Risk..., Strategy, Swaps, Equities, Trading Systems, Operational Risk, Executive Management, Structured Finance, Structured Products, Equity Derivatives, Financial Markets, Securities, Credit Derivatives, Market Risk, Interest Rate..., Risk Management, Capital Markets, Product Control, Financial Risk, Commodity, Middle Office, Hedge Funds, Back Office, Collateral Management, Financial Services, Bonds, Options, FINRA, FX Options, Electronic Trading, Bloomberg, Alternative Investments, CDS, Investment Banking
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law, Top 33%
Eckerd College 1995 — 1997
BA, Pre-Law, Top 5%
Macquarie Group February 2013 - Present
Deutsche Bank November 2011 - January 2013
Deutsche Bank January 2011 - November 2011
Deutsche Bank January 2010 - January 2011
Deutsche Bank March 2009 - June 2010
Deustche Bank March 2006 - February 2009
Strategic Value Partners February 2005 - March 2006
JPMorgan August 2002 - March 2006
Skills
Derivatives, Valuation, Settlements, Clearing, Dodd Frank, Nearshoring, Offshoring, Matrix Management, Regulatory Affairs, Exchange Traded..., Documentation, Fixed Income Prime..., Dodd-Frank, Settlement, Fixed Income, Prime Brokerage, Operational Risk..., Strategy, Swaps, Equities, Trading Systems, Operational Risk, Executive Management, Structured Finance, Structured Products, Equity Derivatives, Financial Markets, Securities, Credit Derivatives, Market Risk, Interest Rate..., Risk Management, Capital Markets, Product Control, Financial Risk, Commodity, Middle Office, Hedge Funds, Back Office, Collateral Management, Financial Services, Bonds, Options, FINRA, FX Options, Electronic Trading, Bloomberg, Alternative Investments, CDS, Investment Banking
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1998 — 2001
JD, Law, Top 33%
Eckerd College 1995 — 1997
BA, Pre-Law, Top 5%
Theresa Morrison Theresa Morrison's JPMorgan Experience July 1999 - July 2001
Job
Industry Banking
Experience
Northeast Bank January 2011 - Present
FHB Formation, LLC April 2010 - December 2010
Capital Crossing Servicing Company, LLC August 2002 - April 2010
JP Morgan July 2001 - July 2002
JPMorgan July 1999 - July 2001
Skills
Loans, Valuation, Due Diligence, Underwriting, Credit, Banking, Debt, Financial Analysis, Real Estate, Loan Portfolio Analysis, Loan Acquisitions
Education
Boston University 2002 — 2004
Graduate Certificate, Real Estate Finance
The George Washington University 1995 — 1999
BBA, Finance
Bishop Fenwick 1991 — 1995
Northeast Bank January 2011 - Present
FHB Formation, LLC April 2010 - December 2010
Capital Crossing Servicing Company, LLC August 2002 - April 2010
JP Morgan July 2001 - July 2002
JPMorgan July 1999 - July 2001
Skills
Loans, Valuation, Due Diligence, Underwriting, Credit, Banking, Debt, Financial Analysis, Real Estate, Loan Portfolio Analysis, Loan Acquisitions
Education
Boston University 2002 — 2004
Graduate Certificate, Real Estate Finance
The George Washington University 1995 — 1999
BBA, Finance
Bishop Fenwick 1991 — 1995
Mark Streeter Mark Streeter's JPMorgan Experience January 1999 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan January 1999 - Present
Skills
Capital Markets, Fixed Income, Structured Finance, Valuation, Asset Management, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Investments, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Due Diligence, Risk Management
Education
Boston College
BS, Finance, Strategic Management, MIS
Columbia Business School
MBA, Finance
JPMorgan January 1999 - Present
Skills
Capital Markets, Fixed Income, Structured Finance, Valuation, Asset Management, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Investments, Hedge Funds, Financial Analysis, Mergers & Acquisitions, Due Diligence, Risk Management
Education
Boston College
BS, Finance, Strategic Management, MIS
Columbia Business School
MBA, Finance
Robert Dana's JPMorgan Experience 1999 - 2005
Job Vice President at State Street
Industry Financial Services
Experience
State Street May 2005 - Present
JPMorgan 1999 - 2005
Skills
Mutual Funds, Fund Accounting, SDLC, Risk Management, Equities, Investments, Global Custody, Fixed Income, Securities, Financial Services
Education
Bentley University 1989 — 1992
State Street May 2005 - Present
JPMorgan 1999 - 2005
Skills
Mutual Funds, Fund Accounting, SDLC, Risk Management, Equities, Investments, Global Custody, Fixed Income, Securities, Financial Services
Education
Bentley University 1989 — 1992
John Cordo's JPMorgan Experience April 2011 - July 2013
Job Associate at The Blackstone Group
Industry Venture Capital & Private Equity
Experience
The Blackstone Group July 2013 - Present
JPMorgan April 2011 - July 2013
Audax Group March 2010 - April 2011
Education
Boston College 2006 — 2010
BS, Finance, Accounting, Economics
The Blackstone Group July 2013 - Present
JPMorgan April 2011 - July 2013
Audax Group March 2010 - April 2011
Education
Boston College 2006 — 2010
BS, Finance, Accounting, Economics
Curtis Harper Curtis Harper's JPMorgan Experience March 1991 - January 2007
Job Monitor at Department of Citywide Administrative Services
Industry Banking
Experience
Department of Citywide Administrative Services September 2009 - Present
JPMorgan March 1991 - January 2007
United Parcel Service April 1986 - March 1996
Skills
Research, Microsoft Office, Microsoft Excel, Access, PowerPoint, Management, Public Speaking, Microsoft Word, Outlook, Team Leadership, Analysis, Leadership, Customer Service, Data Entry, Time Management
Education
Berkeley College 2008 — 2011
Bachelor, Business Administration - Management
Berkeley College 2008 — 2011
BBA, Businesss Management
Berkeley College-New York 2008 — 2011
Bachelor, Business Administration - Business Management
Technical Career Institutes 1985 — 1987
Assosciates, Electronics
Department of Citywide Administrative Services September 2009 - Present
JPMorgan March 1991 - January 2007
United Parcel Service April 1986 - March 1996
Skills
Research, Microsoft Office, Microsoft Excel, Access, PowerPoint, Management, Public Speaking, Microsoft Word, Outlook, Team Leadership, Analysis, Leadership, Customer Service, Data Entry, Time Management
Education
Berkeley College 2008 — 2011
Bachelor, Business Administration - Management
Berkeley College 2008 — 2011
BBA, Businesss Management
Berkeley College-New York 2008 — 2011
Bachelor, Business Administration - Business Management
Technical Career Institutes 1985 — 1987
Assosciates, Electronics
Nate Daly Nate Daly's JPMorgan Experience 2000 - 2009
Job Vice President at Berkshire Property Advisors
Industry Real Estate
Experience
Berkshire Property Advisors February 2010 - Present
JP Morgan Asset Management 2000 - February 2010
JPMorgan 2000 - 2009
Grubb and Ellis January 1996 - June 2000
Education
Bates College 1991 — 1995
BA, Economics
Kennebunk High School
The Johns Hopkins University - Carey Business School
Berkshire Property Advisors February 2010 - Present
JP Morgan Asset Management 2000 - February 2010
JPMorgan 2000 - 2009
Grubb and Ellis January 1996 - June 2000
Education
Bates College 1991 — 1995
BA, Economics
Kennebunk High School
The Johns Hopkins University - Carey Business School
Barry Butterfield Barry Butterfield's JPMorgan Experience 1989 - 2005
Job Owner, Hudson City Bed and Breakfast
Industry Hospitality
Experience
Hudson City Bed and Breakfast March 2006 - Present
JPMorgan 1989 - 2005
JPMorgan Chase 1989 - 2005
JPMorgan Chase Bank 1989 - 2005
Skills
Banking, Public Speaking, Budgets, Coaching, Strategic Planning, Risk Management, Account Management, Sales, Microsoft Office, Customer Service, Team Building, Advertising, Sales Management, Microsoft Excel, Negotiation, Marketing, Entrepreneurship, Social Media, Leadership, Social Media Marketing, Online Marketing, Event Management, Marketing Strategy
Education
Landmark Education 2004 — 2009
State University of New York at Binghamton 1970 — 1975
Fine and Studio Arts
Hudson City Bed and Breakfast March 2006 - Present
JPMorgan 1989 - 2005
JPMorgan Chase 1989 - 2005
JPMorgan Chase Bank 1989 - 2005
Skills
Banking, Public Speaking, Budgets, Coaching, Strategic Planning, Risk Management, Account Management, Sales, Microsoft Office, Customer Service, Team Building, Advertising, Sales Management, Microsoft Excel, Negotiation, Marketing, Entrepreneurship, Social Media, Leadership, Social Media Marketing, Online Marketing, Event Management, Marketing Strategy
Education
Landmark Education 2004 — 2009
State University of New York at Binghamton 1970 — 1975
Fine and Studio Arts
Paul LaHiff Paul LaHiff's JPMorgan Experience February 2000 - July 2011
Job Senior Lender at BNY Mellon Wealth Management
Industry Banking
Experience
BNY Mellon Wealth Management January 2014 - Present
US Trust, Bank of America Wealth Management April 2013 - December 2013
First Niagara Bank September 2011 - April 2013
JPMorgan February 2000 - July 2011
CIBC World Markets September 1981 - December 1999
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Boston College 1976 — 1980
BA, Economics
BNY Mellon Wealth Management January 2014 - Present
US Trust, Bank of America Wealth Management April 2013 - December 2013
First Niagara Bank September 2011 - April 2013
JPMorgan February 2000 - July 2011
CIBC World Markets September 1981 - December 1999
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
Boston College 1976 — 1980
BA, Economics
Shanna Tengshe Shanna Tengshe's JPMorgan Experience June 2008 - August 2014
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - August 2014
Bear Stearns May 2005 - June 2008
Skills
Hedge Funds, OTC Clearing, FX Prime Brokerage, Equity Prime Brokerage, Client Onboarding, Team Leadership, Series 7, Alternative Investments, Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Onboarding, Asset Management, Securities, Trading, Bloomberg, Options, Swaps, Investment Banking, Financial Services, Series 63, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, International Business
University of Utah - David Eccles School of Business 1995 — 1999
Bachelor, Finance
JPMorgan June 2008 - August 2014
Bear Stearns May 2005 - June 2008
Skills
Hedge Funds, OTC Clearing, FX Prime Brokerage, Equity Prime Brokerage, Client Onboarding, Team Leadership, Series 7, Alternative Investments, Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Onboarding, Asset Management, Securities, Trading, Bloomberg, Options, Swaps, Investment Banking, Financial Services, Series 63, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, International Business
University of Utah - David Eccles School of Business 1995 — 1999
Bachelor, Finance
Robert (Monty) Wilson's JPMorgan Experience January 2006 - April 2009
Job Vice President at Credit Suisse Asset Management
Industry Banking
Experience
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
Credit Suisse October 2012 - Present
Credit Suisse Asset Managemnt August 2011 - October 2012
JP Morgan September 2009 - June 2010
JPMorgan January 2006 - April 2009
Computershare 1998 - 2006
Fidelity Investments 1995 - 1997
Skills
Vendor Management, Call Centers, CRM, Financial Services, Management, Relationship Management, Leadership, Project Management, Securities, Mutual Funds, Strategic Planning, Risk Management, Portfolio Management, Budgets, Human Resources, Business Analysis, Equities
Education
Boston University
Victor Hinojosa, CTP Victor Hinojosa, CTP's JPMorgan Experience 2000 - 2007
Job Director, Strategic Partnerships at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions July 2011 - Present
Custom House, A Western Union Company May 2007 - Present
Western Union Business Solutions 2007 - Present
Custom House Global Foreign Exchange 2006 - May 2007
JPMorgan 2000 - 2007
JP Morgan Chase Bank NA 2000 - 2006
Skills
FX, Risk, Risk Management, Trading, Cash Management, Vendor Management, New Business Development, Customer Relations, Sales Management, Business Strategy, Product Management, Financial Markets, Account Management, Product Development, Strategic Partnerships, Payments, Salesforce.com, SaaS, Team Leadership, Derivatives, Negotiation, Business Intelligence, Team Building, E-commerce, Hedging, Options, Mentoring, People Management, Currency, Business Management, Trading Systems, FX Options, Financial Risk, Business Planning, Management, Foreign Exchange, Business Development, FX trading, Banking, Financial Services, Relationship Management, FX Hedging, Sales, Portfolio Management, Capital Markets, CRM, Electronic Trading, Business Analysis, Electronic Payments, Payment Card Processing
Education
Information Technology Institute - Toronto 1999 — 2000
Diploma in Applied Information Technology
Bishop's University 1988 — 1992
BA
Western Union Business Solutions July 2011 - Present
Custom House, A Western Union Company May 2007 - Present
Western Union Business Solutions 2007 - Present
Custom House Global Foreign Exchange 2006 - May 2007
JPMorgan 2000 - 2007
JP Morgan Chase Bank NA 2000 - 2006
Skills
FX, Risk, Risk Management, Trading, Cash Management, Vendor Management, New Business Development, Customer Relations, Sales Management, Business Strategy, Product Management, Financial Markets, Account Management, Product Development, Strategic Partnerships, Payments, Salesforce.com, SaaS, Team Leadership, Derivatives, Negotiation, Business Intelligence, Team Building, E-commerce, Hedging, Options, Mentoring, People Management, Currency, Business Management, Trading Systems, FX Options, Financial Risk, Business Planning, Management, Foreign Exchange, Business Development, FX trading, Banking, Financial Services, Relationship Management, FX Hedging, Sales, Portfolio Management, Capital Markets, CRM, Electronic Trading, Business Analysis, Electronic Payments, Payment Card Processing
Education
Information Technology Institute - Toronto 1999 — 2000
Diploma in Applied Information Technology
Bishop's University 1988 — 1992
BA
Hoby Dillon Hoby Dillon's JPMorgan Experience May 2005 - April 2011
Job Chief Financial Officer at Ocean Marine Contractors
Industry Maritime
Experience
Ocean Marine Contractors February 2013 - Present
HBDC, LLC August 2012 - Present
Regions Financial Corporation August 2011 - December 2012
Conn's December 2009 - August 2011
JPMorgan May 2005 - April 2011
JPMorgan October 2002 - May 2005
Skills
Corporate Finance, Financial Economics, Investment Banking, Capital Markets, Debt, Commercial Banking, Treasury Management, Financial Modeling, M&A experience, International Banking..., International Finance, International Travel, International Capital..., Forestry, Credit Risk, Credit Analysis, Financial Risk..., Risk Management, Private Placements, Private Equity, Mezzanine, Subordinated Debt, Senior Debt, PIPEs, Loan Work-outs, Distressed Debt, Due Diligence, Structured Finance, Finance, Credit, Banking, Investor Relations, Leveraged Finance, Commercial Lending, Valuation, Financial Structuring, LBO, Debt Restructuring, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1996 — 1998
Master of Business Administration, Finance
Louisiana State University 1989 — 1993
BS, Forestry, Economics
Zachary High School
Ocean Marine Contractors February 2013 - Present
HBDC, LLC August 2012 - Present
Regions Financial Corporation August 2011 - December 2012
Conn's December 2009 - August 2011
JPMorgan May 2005 - April 2011
JPMorgan October 2002 - May 2005
Skills
Corporate Finance, Financial Economics, Investment Banking, Capital Markets, Debt, Commercial Banking, Treasury Management, Financial Modeling, M&A experience, International Banking..., International Finance, International Travel, International Capital..., Forestry, Credit Risk, Credit Analysis, Financial Risk..., Risk Management, Private Placements, Private Equity, Mezzanine, Subordinated Debt, Senior Debt, PIPEs, Loan Work-outs, Distressed Debt, Due Diligence, Structured Finance, Finance, Credit, Banking, Investor Relations, Leveraged Finance, Commercial Lending, Valuation, Financial Structuring, LBO, Debt Restructuring, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1996 — 1998
Master of Business Administration, Finance
Louisiana State University 1989 — 1993
BS, Forestry, Economics
Zachary High School
Nando Costa Nando Costa's JPMorgan Experience July 2010 - June 2013
Job Investment Advisor at JPMorgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
J.P. Morgan July 2013 - Present
JPMorgan July 2010 - June 2013
Morgan Stanley December 2007 - July 2010
Morgan Stanley July 2006 - November 2007
College Boxes May 2005 - August 2006
Johnson & Johnson January 2005 - July 2005
Skills
Financial Analysis, Bloomberg, Financial Planning, Investments, Equities, Registered Invest, Series 7, Series 63, Mergers & Acquisitions, Finance, Accounting, Portfolio Management, Private Equity, Capital Markets, Trading
Education
Villanova University 2002 — 2006
Bachelor of Science in Business Administration, Finance, International Business
Beijing Foreign Studies University 2004 — 2004
Mandarin, Chinese Government, Chinese History
Belmont High 1998 — 2002
Savvas Mavridis's JPMorgan Experience 2008 - 2009
Job Entrepreneur & Strategy Advisor
Industry Financial Services
Experience
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Lehman Brothers Holdings Inc. March 2009 - December 2014
LAMCO LLC July 2010 - December 2012
Alvarez & Marsal March 2009 - June 2010
JPMorgan 2008 - 2009
Bear Stearns August 2007 - March 2008
Credit Suisse March 2005 - August 2007
UBS Investment Bank January 2002 - March 2005
Arthur Andersen July 1999 - January 2002
Summit Systems December 1996 - June 1999
Skills
Portfolio Management, Financial Risk, Fixed Income, Management Consulting, Finance, Capital Markets, Risk Management, Derivatives, Financial Services, Hedge Funds, Asset Management, Management, Strategy, Business Intelligence, Business Analysis, Asset Managment, Financial Modeling, Private Equity, Investment Banking, Structured Products, Valuation, Trading, FX Options, Securities, Trading Systems, Due Diligence, Credit, Equities
Education
Baruch College, City University of New York (CUNY)
MBA, Investment Analysis & Corporate Finance
New York University
BA, Biology
Pedro Rafael's JPMorgan Experience 1999 - 2005
Job Financial Services Business Development and Relationship Management
Industry Financial Services
Experience
RBC Investor Services 2012 - 2014
McGraw Hill Financial 2012 - 2012
Itaú Unibanco 2008 - 2011
Swiss American Securities Inc. / Credit Suisse 2005 - 2008
JPMorgan 1999 - 2005
Citi 1996 - 1999
aicep Portugal Global 1993 - 1996
The International Foundation for Electoral Systems 1992 - 1993
Skills
Equities, Capital Markets, Securities, Emerging Markets, Investments, Asset Managment, Financial Markets, Electronic Trading, Banking, Investor Relations, Private Equity, Risk Management, Financial Risk, Middle Office, Bonds, Trading Systems, Alternative Investments, Structured Products, Equity Derivatives, Corporate Finance, Market Data, Private Banking, Settlement, Mutual Funds, Financial Services, Relationship Management, Securities Lending, Global Custody, Commodity, Business Development, Back Office, Currency, Business Strategy, FX Options, Prime Brokerage, Portfolio Management, Fund Administration, Mergers & Acquisitions, Corporate Actions, ETFs, Swaps, Asset Management, Strategy, Global Business...
Education
Boston University 1985 — 1988
BA, Economics
University of New Hampshire 1989 — 1991
MA, History
New York University
Financial Analysis
RBC Investor Services 2012 - 2014
McGraw Hill Financial 2012 - 2012
Itaú Unibanco 2008 - 2011
Swiss American Securities Inc. / Credit Suisse 2005 - 2008
JPMorgan 1999 - 2005
Citi 1996 - 1999
aicep Portugal Global 1993 - 1996
The International Foundation for Electoral Systems 1992 - 1993
Skills
Equities, Capital Markets, Securities, Emerging Markets, Investments, Asset Managment, Financial Markets, Electronic Trading, Banking, Investor Relations, Private Equity, Risk Management, Financial Risk, Middle Office, Bonds, Trading Systems, Alternative Investments, Structured Products, Equity Derivatives, Corporate Finance, Market Data, Private Banking, Settlement, Mutual Funds, Financial Services, Relationship Management, Securities Lending, Global Custody, Commodity, Business Development, Back Office, Currency, Business Strategy, FX Options, Prime Brokerage, Portfolio Management, Fund Administration, Mergers & Acquisitions, Corporate Actions, ETFs, Swaps, Asset Management, Strategy, Global Business...
Education
Boston University 1985 — 1988
BA, Economics
University of New Hampshire 1989 — 1991
MA, History
New York University
Financial Analysis
Brandon Calhoun Brandon Calhoun's JPMorgan Experience April 2007 - Present
Job Business Analyst at JPMorgan
Industry Financial Services
Experience
JPMorgan April 2007 - Present
J.P. Morgan January 2006 - April 2007
Dell 2002 - 2004
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives
Education
New York University, Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management
Baylor University 1997 — 2004
Bachelor of Arts (BA), Computer Science, Philosophy
JPMorgan April 2007 - Present
J.P. Morgan January 2006 - April 2007
Dell 2002 - 2004
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives
Education
New York University, Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management
Baylor University 1997 — 2004
Bachelor of Arts (BA), Computer Science, Philosophy
Tony Kokou Poenou Tony Kokou Poenou's JPMorgan Experience September 2008 - February 2013
Job Independent Consultant + Senior Software Lead
Industry Financial Services
Experience
IBM March 2013 - Present
JPMorgan September 2008 - February 2013
Bear Stearns June 2007 - August 2008
IBM Global Services 2005 - 2007
infoUSA June 2004 - August 2005
Skills
Agile Methodologies, Java Enterprise Edition, SDLC, Sybase, JMS, XML, Hibernate, DB2, Spring, SOA, Websphere, Oracle, Unix Shell Scripting, Struts, Web Services, Java, Design Patterns, UML, Fixed Income, SOAP, PL/SQL, C, Weblogic, Linux, Tomcat, JavaScript, JSP, Web Applications, Databases, Microsoft SQL Server, Ant, SQL, Enterprise Architecture, AJAX, Scrum, JUnit, Database Design, Unix, Subversion, Requirements Analysis, Servlets, Eclipse, C, Solution Architecture, WebSphere Application..., Perl, Software Development, Maven, Software Project..., WebSphere MQ
Education
NJIT 2008 — 2011
Master, Computer Science
Bellevue University 2000 — 2003
Bachelor, Computer Informations Systems
IBM March 2013 - Present
JPMorgan September 2008 - February 2013
Bear Stearns June 2007 - August 2008
IBM Global Services 2005 - 2007
infoUSA June 2004 - August 2005
Skills
Agile Methodologies, Java Enterprise Edition, SDLC, Sybase, JMS, XML, Hibernate, DB2, Spring, SOA, Websphere, Oracle, Unix Shell Scripting, Struts, Web Services, Java, Design Patterns, UML, Fixed Income, SOAP, PL/SQL, C, Weblogic, Linux, Tomcat, JavaScript, JSP, Web Applications, Databases, Microsoft SQL Server, Ant, SQL, Enterprise Architecture, AJAX, Scrum, JUnit, Database Design, Unix, Subversion, Requirements Analysis, Servlets, Eclipse, C, Solution Architecture, WebSphere Application..., Perl, Software Development, Maven, Software Project..., WebSphere MQ
Education
NJIT 2008 — 2011
Master, Computer Science
Bellevue University 2000 — 2003
Bachelor, Computer Informations Systems
Edmond Kiregian's JPMorgan Experience July 2008 - Present
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan July 2008 - Present
Bear Stearns July 2007 - June 2008
AmeriMerchant June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Marketing, Finance, English
JPMorgan July 2008 - Present
Bear Stearns July 2007 - June 2008
AmeriMerchant June 2006 - December 2006
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Marketing, Finance, English
Richard Hackney Richard Hackney's JPMorgan Experience 1973 - 1987
Job Chairman at MSI STEM Research & Development Consortium
Industry Nonprofit Organization Management
Experience
MSI STEM Research & Development Consortium January 2015 - Present
Hackney & Company January 1995 - December 2013
BRT Laboratories, Inc. January 2005 - June 2010
US Trust 1991 - 1993
Alex Brown & Sons 1987 - 1991
JPMorgan 1973 - 1987
Skills
Strategic Planning
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance and Financial Management Services
Boston College Law School 1968 — 1971
JD
Morehouse College 1964 — 1968
BA, Business Administration & Economics
MSI STEM Research & Development Consortium January 2015 - Present
Hackney & Company January 1995 - December 2013
BRT Laboratories, Inc. January 2005 - June 2010
US Trust 1991 - 1993
Alex Brown & Sons 1987 - 1991
JPMorgan 1973 - 1987
Skills
Strategic Planning
Education
University of Pennsylvania - The Wharton School 1971 — 1973
MBA, Finance and Financial Management Services
Boston College Law School 1968 — 1971
JD
Morehouse College 1964 — 1968
BA, Business Administration & Economics
Steven Pincus Steven Pincus's JPMorgan Experience September 1992 - April 1997
Job Expert at matching technology brains with the rolebased criteria of dynamic employers
Industry Staffing and Recruiting
Experience
TTI of USA March 2008 - Present
Sharp Decisions May 2006 - March 2008
RWD Search September 2002 - April 2006
Robertson Stephens November 2000 - August 2002
Opus360 February 2000 - November 2000
Morgan Stanley May 1997 - February 2000
JPMorgan September 1992 - April 1997
Cap Gemini October 1988 - August 1992
Skills
Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, Internet Recruiting, Salary Negotiation, Contingency Staffing, Trusted Advisor, Telephone Interviewing, Interviewing Subject..., Executive Search, Benefits Negotiation, Screening Resumes, IT Recruitment, Management, Sourcing, SDLC, Business Development, Temporary Placement, Staffing Services, Contract Recruitment, Screening, HRIS, Talent Management, Applicant Tracking..., Personnel Management, Hiring, Staff Augmentation, Permanent Placement, College Recruiting, Interviews, Onboarding, Resume Writing, Vendor Management, Employee Relations, Employer Branding, Temporary Staffing, Recruitment Advertising, Search, Cold Calling, Information Technology, Candidate Generation, Recruiting, Human Resources, Building Relationships, Consulting, Leadership
Education
Binghamton University 1983 — 1987
BA, Psychology
TTI of USA March 2008 - Present
Sharp Decisions May 2006 - March 2008
RWD Search September 2002 - April 2006
Robertson Stephens November 2000 - August 2002
Opus360 February 2000 - November 2000
Morgan Stanley May 1997 - February 2000
JPMorgan September 1992 - April 1997
Cap Gemini October 1988 - August 1992
Skills
Technical Recruiting, Full-cycle Recruiting, Talent Acquisition, Internet Recruiting, Salary Negotiation, Contingency Staffing, Trusted Advisor, Telephone Interviewing, Interviewing Subject..., Executive Search, Benefits Negotiation, Screening Resumes, IT Recruitment, Management, Sourcing, SDLC, Business Development, Temporary Placement, Staffing Services, Contract Recruitment, Screening, HRIS, Talent Management, Applicant Tracking..., Personnel Management, Hiring, Staff Augmentation, Permanent Placement, College Recruiting, Interviews, Onboarding, Resume Writing, Vendor Management, Employee Relations, Employer Branding, Temporary Staffing, Recruitment Advertising, Search, Cold Calling, Information Technology, Candidate Generation, Recruiting, Human Resources, Building Relationships, Consulting, Leadership
Education
Binghamton University 1983 — 1987
BA, Psychology
David Park's JPMorgan Experience 2000 - 2002
Job Head of Business Development and Revenue at Bauer Xcel Media
Industry Online Media
Experience
Bauer Xcel Media August 2015 - Present
Back to Back Media 2015 - Present
New York Daily News July 2014 - August 2015
New York Daily News August 2013 - July 2014
Shindig April 2013 - August 2013
Prefixmag.com 2006 - 2013
Banca Intesa 2002 - 2006
JPMorgan 2000 - 2002
Skills
Digital Media, Digital Strategy, Strategic Partnerships, Social Media Marketing, Business Development, Audience Development, SEO, Content Strategy, Social Networking, Content Management, Music Industry, Blogging, Social Media, Project Management, Marketing, Digital Marketing, Web Analytics, Advertising, New Media, Wordpress, Online Marketing, Facebook, Online Advertising, Editorial, Music, Event Management, Start-ups, Editing, Strategy, Management, Video, Publicity, Publishing, Entertainment, Analytics, WordPress
Education
Boston University 1996 — 2000
Business Administration, Finance, Management Information Systems
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance, M.I.S.
Bauer Xcel Media August 2015 - Present
Back to Back Media 2015 - Present
New York Daily News July 2014 - August 2015
New York Daily News August 2013 - July 2014
Shindig April 2013 - August 2013
Prefixmag.com 2006 - 2013
Banca Intesa 2002 - 2006
JPMorgan 2000 - 2002
Skills
Digital Media, Digital Strategy, Strategic Partnerships, Social Media Marketing, Business Development, Audience Development, SEO, Content Strategy, Social Networking, Content Management, Music Industry, Blogging, Social Media, Project Management, Marketing, Digital Marketing, Web Analytics, Advertising, New Media, Wordpress, Online Marketing, Facebook, Online Advertising, Editorial, Music, Event Management, Start-ups, Editing, Strategy, Management, Video, Publicity, Publishing, Entertainment, Analytics, WordPress
Education
Boston University 1996 — 2000
Business Administration, Finance, Management Information Systems
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance, M.I.S.
Lynn Brownlee Lynn Brownlee's JPMorgan Experience June 2001 - August 2003
Job Internet Solutions Manager
Industry Financial Services
Experience
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Capital Group October 2008 - March 2013
JPMorgan RPS 2007 - 2008
JPMorgan Retirement Plan Services August 2003 - September 2007
JPMorgan June 2001 - August 2003
American Century Investments January 1998 - June 2001
American Century Investments August 1991 - January 1998
Sprint May 1989 - August 1991
Fort Hays State University October 1986 - May 1989
Skills
Strategic Planning, Organizational Structure, Employee Engagement, Business Alignment, Creative Solutions, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodolgy, RUP Methodologies, Application Architecture, Risk Management, Budget Estimating, OOAD, Integration Planning, Associate Development, Mutual Funds, SDLC, Analysis, Integration, Agile Methodologies, IT Strategy, Information Technology, Visio, Business Development, Investments, Disaster Recovery, Mergers & Acquisitions, Governance, Executive Management, Enterprise Architecture, PMO, Requirements Gathering, Business Process..., Leadership, Business Intelligence, Project Portfolio..., IT Management, Business Process, Process Improvement, Portfolio Management, PMP, Software Project..., Data Warehousing, Outsourcing, Program Management, Agile Project Management, Business Continuity, Strategy, Financial Services
Education
Bethany College 1982 — 1986
BA, Computer Science
Patrick W. Duthie, Ph.D. Patrick W. Duthie, Ph.D.'s JPMorgan Experience 1994 - 2002
Job Assistant Professor & Program Coordinator, Finance
Industry Higher Education
Experience
Bank of America 2004 - 2013
Bank One 2002 - 2004
JPMorgan 1994 - 2002
Skills
Portfolio Management, Hedge Funds, Equities, Bloomberg, Valuation, Trading, Risk Management, Investment Banking, Financial Modeling, Teaching, Higher Education, Presentations, Sales, Sales Management, Fixed Income, Derivatives, Capital Markets, Management, Finance, Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1995
Ph.D., Managerial Economics and Decision Sciences
Boston University 1985 — 1990
B.A./M.A., Economics, Summa Cum Laude
Ithaca High School 1981 — 1985
High School
Bank of America 2004 - 2013
Bank One 2002 - 2004
JPMorgan 1994 - 2002
Skills
Portfolio Management, Hedge Funds, Equities, Bloomberg, Valuation, Trading, Risk Management, Investment Banking, Financial Modeling, Teaching, Higher Education, Presentations, Sales, Sales Management, Fixed Income, Derivatives, Capital Markets, Management, Finance, Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1995
Ph.D., Managerial Economics and Decision Sciences
Boston University 1985 — 1990
B.A./M.A., Economics, Summa Cum Laude
Ithaca High School 1981 — 1985
High School
Meryl Stone Meryl Stone's JPMorgan Experience August 1985 - April 1994
Job NonProfit Executive
Industry Nonprofit Organization Management
Experience
CARES Foundation, Inc. February 2002 - January 2012
JPMorgan August 1985 - April 1994
Disney ABC Television Group August 1980 - August 1985
Skills
Program Management, Business Analysis, IT Strategy, Strategic Planning, Fundraising, Leadership, Start-ups, Change Management, Strategy, Management Consulting, Nonprofits, Business Development, Business Strategy, Project Management, Mergers & Acquisitions, Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
Binghamton University - School of Management 1976 — 1980
B.S., Management
CARES Foundation, Inc. February 2002 - January 2012
JPMorgan August 1985 - April 1994
Disney ABC Television Group August 1980 - August 1985
Skills
Program Management, Business Analysis, IT Strategy, Strategic Planning, Fundraising, Leadership, Start-ups, Change Management, Strategy, Management Consulting, Nonprofits, Business Development, Business Strategy, Project Management, Mergers & Acquisitions, Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
Binghamton University - School of Management 1976 — 1980
B.S., Management
Matthew Egge's JPMorgan Experience May 2006 - September 2006
Job Buy Side Equity Trader at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein July 2013 - Present
AllianceBernstein April 2009 - July 2013
AllianceBernstein June 2007 - April 2009
JPMorgan May 2006 - September 2006
Skills
Hedge Funds, Mutual Funds, Banking, Asset Allocation, Portfolio Management, Fixed Income, Equity Trading, Equities, Equity Research, Trading, Alternative Investments, Bloomberg, Investment Management, Asset Management, Investment Banking
Education
Binghamton University - School of Management 2009 — 2010
MBA
Siena College 2003 — 2007
BS, Finance
AllianceBernstein July 2013 - Present
AllianceBernstein April 2009 - July 2013
AllianceBernstein June 2007 - April 2009
JPMorgan May 2006 - September 2006
Skills
Hedge Funds, Mutual Funds, Banking, Asset Allocation, Portfolio Management, Fixed Income, Equity Trading, Equities, Equity Research, Trading, Alternative Investments, Bloomberg, Investment Management, Asset Management, Investment Banking
Education
Binghamton University - School of Management 2009 — 2010
MBA
Siena College 2003 — 2007
BS, Finance
Kathy Giske Schneider Kathy Giske Schneider's JPMorgan Experience 2004 - 2006
Job Senior Enterprise Solutions Sales Executive
Industry Financial Services
Experience
In Transition - Actively Pursuing new Opportunities April 2015 - Present
Bloomberg LP December 2006 - December 2014
JPMorgan 2004 - 2006
Soloman Smith Barney 1999 - 2004
Skills
Bloomberg, Bloomberg Terminal, Banking, Equities, Derivatives, Securities, Financial Markets, Sales, Investments, Mergers & Acquisitions, Asset Management, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
In Transition - Actively Pursuing new Opportunities April 2015 - Present
Bloomberg LP December 2006 - December 2014
JPMorgan 2004 - 2006
Soloman Smith Barney 1999 - 2004
Skills
Bloomberg, Bloomberg Terminal, Banking, Equities, Derivatives, Securities, Financial Markets, Sales, Investments, Mergers & Acquisitions, Asset Management, Series 7
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Christopher Beavers Christopher Beavers's JPMorgan Experience 2007 - 2008
Job Registered Nurse at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Health System July 2014 - Present
The University of Texas Health Science Center at Houston August 2012 - December 2013
AT&T January 2012 - August 2012
Omni Hotels May 2009 - January 2012
AIG VALIC March 2008 - April 2009
JPMorgan 2007 - 2008
JPMorgan Chase 2006 - 2007
Second Baptist Church, Houston, TX 2004 - 2004
Skills
Leadership, Sales, Customer Service, Microsoft Office, Team Building, Training, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Outlook, Microsoft Word, Team Leadership, Management, Social Networking, Marketing, Budgets, Sales Management
Education
The University of Texas Health Science Center at Houston 2012 — 2013
Bachelor of Science, Nursing
Baylor University 1999 — 2003
B.A., Telecommunications
Lonestar
Memorial Hermann Health System July 2014 - Present
The University of Texas Health Science Center at Houston August 2012 - December 2013
AT&T January 2012 - August 2012
Omni Hotels May 2009 - January 2012
AIG VALIC March 2008 - April 2009
JPMorgan 2007 - 2008
JPMorgan Chase 2006 - 2007
Second Baptist Church, Houston, TX 2004 - 2004
Skills
Leadership, Sales, Customer Service, Microsoft Office, Team Building, Training, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Outlook, Microsoft Word, Team Leadership, Management, Social Networking, Marketing, Budgets, Sales Management
Education
The University of Texas Health Science Center at Houston 2012 — 2013
Bachelor of Science, Nursing
Baylor University 1999 — 2003
B.A., Telecommunications
Lonestar
Brian McElroy Brian McElroy's JPMorgan Experience April 2001 - June 2001
Job Dallas County Republican Party
Industry Political Organization
Experience
Dallas County Republican Party August 2012 - Present
US NAVY April 2005 - May 2009
Roly Poly September 2002 - September 2005
Mcelroy & Associates January 2005 - March 2005
JPMorgan April 2001 - June 2001
Highland Park Alumni Association May 1998 - April 2000
Sun Microsystems January 1996 - June 1996
Education
Southern Methodist University 2001 — 2003
Communication and Media Studies/Legal Studies
Blinn College 1999 — 2001
Prerequisite and accounting classes
Highland Park High School
Dallas County Republican Party August 2012 - Present
US NAVY April 2005 - May 2009
Roly Poly September 2002 - September 2005
Mcelroy & Associates January 2005 - March 2005
JPMorgan April 2001 - June 2001
Highland Park Alumni Association May 1998 - April 2000
Sun Microsystems January 1996 - June 1996
Education
Southern Methodist University 2001 — 2003
Communication and Media Studies/Legal Studies
Blinn College 1999 — 2001
Prerequisite and accounting classes
Highland Park High School
Raquel Chmielewski's JPMorgan Experience 2001 - 2004
Job Private Markets at Lockheed Martin Investment Management Co.
Industry Venture Capital & Private Equity
Experience
Lockheed Martin Investment Management Co. June 2009 - Present
Stark Investments June 2008 - August 2008
Columbia Capital, LLC 2004 - 2007
JPMorgan 2001 - 2004
Boston Federal Reserve Bank 2000 - 2000
Lehman Brothers 1999 - 1999
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Investments, Hedge Funds, Portfolio Management, Restructuring, IPO, Financial Modeling, Valuation, Distressed Debt, Growth Capital, Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Alternative Investments, Emerging Markets, Credit, M&A experience, Project Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt, Real Estate, Finance
INSEAD
Exchange Participant MBA09J, P5
Boston University
Master of Arts (MA), Bachelor of Arts (BA), Economics BA & MA, Japanese Minor
Lockheed Martin Investment Management Co. June 2009 - Present
Stark Investments June 2008 - August 2008
Columbia Capital, LLC 2004 - 2007
JPMorgan 2001 - 2004
Boston Federal Reserve Bank 2000 - 2000
Lehman Brothers 1999 - 1999
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Investments, Hedge Funds, Portfolio Management, Restructuring, IPO, Financial Modeling, Valuation, Distressed Debt, Growth Capital, Due Diligence, Corporate Finance, Real Estate, Financial Analysis, Alternative Investments, Emerging Markets, Credit, M&A experience, Project Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School
MBA, Mgmt, Real Estate, Finance
INSEAD
Exchange Participant MBA09J, P5
Boston University
Master of Arts (MA), Bachelor of Arts (BA), Economics BA & MA, Japanese Minor
Alan Mukamal's JPMorgan Experience 2007 - 2007
Job Director at BlackRock
Industry Information Technology and Services
Experience
BlackRock July 2011 - Present
Jesta Digital March 2010 - July 2011
IBM Global Business Services September 2007 - March 2010
Citi 2009 - 2009
Rand Merchant Bank October 2007 - December 2008
Accenture Capital Markets Solutions Group (formerly Random Walk Computing) April 2000 - September 2007
JPMorgan 2007 - 2007
Societe Generale 2005 - 2006
Random Walk Computing 2000 - 2006
BrokerTec / ICAP 2003 - 2004
Skills
Trading, Calypso, Fixed Income, Trading Systems, Business Analysis, SDLC, Project Management, Management, Equities, Derivatives, Capital Markets, IT Strategy, Program Management, Java, Back Office, Sybase, Middle Office, Agile Methodologies, Java Enterprise Edition, Vendor Management, Market Risk, Reference Data, Bonds, Software Project..., Investment Banking, Portfolio Management, Equity Derivatives, Options, Risk Management, Interest Rate..., Requirements Analysis, SQL, Project Portfolio..., PMO, FX Options, SOA, Financial Markets, Electronic Trading, Requirements Gathering, Integration, Credit Derivatives, Software Development, Financial Services, Enterprise Architecture, Product Management, Market Data, Agile Project Management, Application Architecture, Business Process..., Order Management
Education
San Francisco Art Institute 1986 — 1989
MFA, Filmmaking
State University of New York at Binghamton 1981 — 1985
Bachelor's degree, Mathematics (Computer Science) and Cinema
BlackRock July 2011 - Present
Jesta Digital March 2010 - July 2011
IBM Global Business Services September 2007 - March 2010
Citi 2009 - 2009
Rand Merchant Bank October 2007 - December 2008
Accenture Capital Markets Solutions Group (formerly Random Walk Computing) April 2000 - September 2007
JPMorgan 2007 - 2007
Societe Generale 2005 - 2006
Random Walk Computing 2000 - 2006
BrokerTec / ICAP 2003 - 2004
Skills
Trading, Calypso, Fixed Income, Trading Systems, Business Analysis, SDLC, Project Management, Management, Equities, Derivatives, Capital Markets, IT Strategy, Program Management, Java, Back Office, Sybase, Middle Office, Agile Methodologies, Java Enterprise Edition, Vendor Management, Market Risk, Reference Data, Bonds, Software Project..., Investment Banking, Portfolio Management, Equity Derivatives, Options, Risk Management, Interest Rate..., Requirements Analysis, SQL, Project Portfolio..., PMO, FX Options, SOA, Financial Markets, Electronic Trading, Requirements Gathering, Integration, Credit Derivatives, Software Development, Financial Services, Enterprise Architecture, Product Management, Market Data, Agile Project Management, Application Architecture, Business Process..., Order Management
Education
San Francisco Art Institute 1986 — 1989
MFA, Filmmaking
State University of New York at Binghamton 1981 — 1985
Bachelor's degree, Mathematics (Computer Science) and Cinema
John Wellehan's JPMorgan Experience 1999 - 2008
Job Tropical Produce Importer
Industry Food & Beverages
Experience
Bearing Fruit Co. March 2014 - Present
Twenty Mountain February 2012 - June 2014
Harpswell Capital December 2008 - February 2011
JPMorgan 1999 - 2008
Skills
Equities, Risk Management, Investments, Asset Managment, Strategy, Hedge Funds, Leadership, Derivatives, Research, Portfolio Management, Capital Markets, Asset Management, Financial Markets, Financial Risk, Business Development, Entrepreneurship, Global Marketing, Product Innovation, Alternative Investments, Trading Systems
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Entrepreneurship & Innovation, Finance
Boston University
BA, Linguistics
Bearing Fruit Co. March 2014 - Present
Twenty Mountain February 2012 - June 2014
Harpswell Capital December 2008 - February 2011
JPMorgan 1999 - 2008
Skills
Equities, Risk Management, Investments, Asset Managment, Strategy, Hedge Funds, Leadership, Derivatives, Research, Portfolio Management, Capital Markets, Asset Management, Financial Markets, Financial Risk, Business Development, Entrepreneurship, Global Marketing, Product Innovation, Alternative Investments, Trading Systems
Education
Northwestern University - Kellogg School of Management 2004 — 2007
MBA, Entrepreneurship & Innovation, Finance
Boston University
BA, Linguistics
Ralph DiSerio's JPMorgan Experience April 2000 - May 2001
Job Managing Director at Athilon Structured Investment Advisors
Industry Investment Management
Experience
Athilon Structured Investment Advisors April 2006 - Present
XL Capital Assurance September 2001 - March 2006
JPMorgan April 2000 - May 2001
Merrill Lynch August 1991 - April 2000
Education
Duke University - The Fuqua School of Business 1986 — 1987
Boston College 1977 — 1981
BA, Economics
Athilon Structured Investment Advisors April 2006 - Present
XL Capital Assurance September 2001 - March 2006
JPMorgan April 2000 - May 2001
Merrill Lynch August 1991 - April 2000
Education
Duke University - The Fuqua School of Business 1986 — 1987
Boston College 1977 — 1981
BA, Economics
Silke Kueck's JPMorgan Experience
Job VP at JPMorgan
Industry Financial Services
Experience
JPMorgan
Education
Baruch College, City University of New York (CUNY) 1996 — 1997
JPMorgan
Education
Baruch College, City University of New York (CUNY) 1996 — 1997
Adriana Pantano's JPMorgan Experience 1996 - Present
Job Assistant Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase Assistant Vice PresidentJPMorgan Chase1996 - Present
JP Morgan 1996 - Present
JPMorgan 1996 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
JP Morgan Chase Assistant Vice PresidentJPMorgan Chase1996 - Present
JP Morgan 1996 - Present
JPMorgan 1996 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 2000
Tracy Fredkin's JPMorgan Experience August 1998 - July 2000
Job Founder at CityMoms
Industry Internet
Experience
CityMoms.com September 2012 - Present
Style Chick Network LLC August 2008 - Present
Tucker Paisley January 2006 - November 2011
Irell & Manella LLP October 2003 - April 2010
JPMorgan August 1998 - July 2000
Skills
Marketing, Marketing Strategy, Social Networking, Community Development, Community Engagement, Event Planning, Corporate Events, Corporate Law, Content Strategy, Branding, Corporate Branding, Brand Development, Management, Start-ups, Venture Capital, Strategic Partnerships, Fashion, Social Media, E-commerce, Digital Media, Entrepreneurship, Mergers & Acquisitions, Networking, Mergers, Social Media Marketing, Online Marketing, Public Relations, Finance, Securities
Education
University of California, Los Angeles - School of Law 2000 — 2003
JD, Order of the Coif
Boston College 1994 — 1998
BS, Finance & Psychology, Summa Cum Laude
CityMoms.com September 2012 - Present
Style Chick Network LLC August 2008 - Present
Tucker Paisley January 2006 - November 2011
Irell & Manella LLP October 2003 - April 2010
JPMorgan August 1998 - July 2000
Skills
Marketing, Marketing Strategy, Social Networking, Community Development, Community Engagement, Event Planning, Corporate Events, Corporate Law, Content Strategy, Branding, Corporate Branding, Brand Development, Management, Start-ups, Venture Capital, Strategic Partnerships, Fashion, Social Media, E-commerce, Digital Media, Entrepreneurship, Mergers & Acquisitions, Networking, Mergers, Social Media Marketing, Online Marketing, Public Relations, Finance, Securities
Education
University of California, Los Angeles - School of Law 2000 — 2003
JD, Order of the Coif
Boston College 1994 — 1998
BS, Finance & Psychology, Summa Cum Laude
Edrizio De La Cruz's JPMorgan Experience
Job IB ANALYST at JPMORGAN
Industry Financial Services
Experience
JPMORGAN
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
JPMORGAN
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Trevor Swanberg's JPMorgan Experience September 2007 - February 2011
Job Vice President Fund CCO Office at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
State Street Global Advisors January 2015 - Present
ICMA-RC December 2011 - January 2015
J.P. Morgan February 2011 - December 2011
JPMorgan September 2007 - February 2011
Investors Bank & Trust September 2002 - August 2007
Skills
Mutual Funds, Fund Administration, Bloomberg, Asset Managment, Investments, ETFs, Derivatives, Financial Services, Asset Management, Investment Management, Bonds, Asset Allocation, Portfolio Management, Securities, Equities, Hedge Funds
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2011
MBA, Asset Management, Corporate Finance
Boston College 1998 — 2002
BS, Finance
Teresa Ho's JPMorgan Experience May 2010 - Present
Job Executive Director at JPMorgan
Industry Financial Services
Experience
JPMorgan May 2010 - Present
JP Morgan April 2007 - April 2010
JP Morgan September 2004 - March 2007
Skills
Capital Markets, Money Market, Securities, Banking, Funding, Treasury, Fixed Income Analysis, Fixed Income, Analysis, Bloomberg, Equities, Asset Management, Financial Modeling, Series 7, Bonds, Investments
Education
Boston College 2000 — 2004
BS, accounting
London School of Economics and Political Science 2002 — 2003
JPMorgan May 2010 - Present
JP Morgan April 2007 - April 2010
JP Morgan September 2004 - March 2007
Skills
Capital Markets, Money Market, Securities, Banking, Funding, Treasury, Fixed Income Analysis, Fixed Income, Analysis, Bloomberg, Equities, Asset Management, Financial Modeling, Series 7, Bonds, Investments
Education
Boston College 2000 — 2004
BS, accounting
London School of Economics and Political Science 2002 — 2003
Melissa. Acosta's JPMorgan Experience
Job Analyst at JPMorgan
Industry Banking
Experience
JPMorgan
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
JPMorgan
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
Fred Kerimov's JPMorgan Experience August 2007 - Present
Job Associate Director at J.P. Morgan
Industry Financial Services
Experience
JPMorgan August 2007 - Present
Bank of America June 2003 - August 2007
Lehman Brothers June 2000 - June 2003
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA
Stony Brook University 1996 — 2000
Columbia Engineering
Certification, Financial Engineering
JPMorgan August 2007 - Present
Bank of America June 2003 - August 2007
Lehman Brothers June 2000 - June 2003
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA
Stony Brook University 1996 — 2000
Columbia Engineering
Certification, Financial Engineering
Emmanuel Martinez's JPMorgan Experience June 2008 - March 2009
Job VP at Citigroup
Industry Banking
Experience
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Tom Bumbolow's JPMorgan Experience July 1998 - Present
Job Credit sales at JPMorgan
Industry Financial Services
Experience
JPMorgan July 1998 - Present
JP Morgan July 1998 - Present
JP Morgan Chase 1998 - Present
Education
Boston College 1994 — 1998
Brien McMahon High School 1992 — 1994
HS
JPMorgan July 1998 - Present
JP Morgan July 1998 - Present
JP Morgan Chase 1998 - Present
Education
Boston College 1994 — 1998
Brien McMahon High School 1992 — 1994
HS
Joana Rahovean's JPMorgan Experience
Job Business Manager at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
JPMorgan
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Radhika Kumar's JPMorgan Experience 2003 - 2006
Job Vice President, Corporate at GENPACT LLC
Industry Outsourcing/Offshoring
Experience
GENPACT LLC 2009 - Present
Calera Capital September 2006 - September 2008
JPMorgan 2003 - 2006
The World Bank 2002 - 2003
Skills
Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Investments, Business Strategy, Portfolio Management, BPO, Finance, Mergers & Acquisitions, Financial Services
Education
Bates College
Bachelor of Arts, Economics
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
London School of Economics and Political Science
Bachelor of Arts, Economics
Mater Dei
GENPACT LLC 2009 - Present
Calera Capital September 2006 - September 2008
JPMorgan 2003 - 2006
The World Bank 2002 - 2003
Skills
Private Equity, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, Financial Analysis, Investment Banking, Capital Markets, Venture Capital, Investments, Business Strategy, Portfolio Management, BPO, Finance, Mergers & Acquisitions, Financial Services
Education
Bates College
Bachelor of Arts, Economics
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
London School of Economics and Political Science
Bachelor of Arts, Economics
Mater Dei
Craig Transue's JPMorgan Experience February 2004 - March 2008
Job Director at CIT
Industry Banking
Experience
CIT (NYSE: CIT) October 2010 - Present
CIT April 2008 - November 2010
JPMorgan February 2004 - March 2008
JPMorgan November 2001 - February 2004
Skills
Capital Markets, Private Equity, Finance, Portfolio Management, Financial Structuring, Banking, Loans, Financial Modeling, Leveraged Finance, Corporate Finance, Credit Analysis, Credit, Valuation, Investments, Asset Management, Derivatives, Financial Risk, Cash Management, LBO, Treasury Services, Middle Market Banking, Financial Analysis
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, Business
Boston College 1993 — 1997
BA, Political Science
New Canaan High School
CIT (NYSE: CIT) October 2010 - Present
CIT April 2008 - November 2010
JPMorgan February 2004 - March 2008
JPMorgan November 2001 - February 2004
Skills
Capital Markets, Private Equity, Finance, Portfolio Management, Financial Structuring, Banking, Loans, Financial Modeling, Leveraged Finance, Corporate Finance, Credit Analysis, Credit, Valuation, Investments, Asset Management, Derivatives, Financial Risk, Cash Management, LBO, Treasury Services, Middle Market Banking, Financial Analysis
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance, Business
Boston College 1993 — 1997
BA, Political Science
New Canaan High School
Katharine (Fogarty) Day's JPMorgan Experience 2000 - 2003
Job Senior Associate at Booz Allen Hamilton
Industry Real Estate
Experience
Booz Allen Hamilton 2010 - Present
Booz Allen Hamilton 2009 - 2010
Booz Allen Hamilton 2006 - 2009
Booz Allen Hamilton 2005 - 2006
National Park Service 2005 - 2005
JPMorgan 2000 - 2003
Skills
Project Management, IT Capital Planning, Proposal Writing, Government Proposals, Team Building, People Management, Contract Management, Asset Management, Data Analysis, Data Analytics, Management Consulting, Program Management, Strategic Planning, Government, Management, Strategy, Business Process..., Consulting, Analysis
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Boston College 1996 — 2000
BS, Finance/Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance/Marketing
Booz Allen Hamilton 2010 - Present
Booz Allen Hamilton 2009 - 2010
Booz Allen Hamilton 2006 - 2009
Booz Allen Hamilton 2005 - 2006
National Park Service 2005 - 2005
JPMorgan 2000 - 2003
Skills
Project Management, IT Capital Planning, Proposal Writing, Government Proposals, Team Building, People Management, Contract Management, Asset Management, Data Analysis, Data Analytics, Management Consulting, Program Management, Strategic Planning, Government, Management, Strategy, Business Process..., Consulting, Analysis
Education
Columbia University - School of International and Public Affairs 2003 — 2005
Boston College 1996 — 2000
BS, Finance/Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1996 — 2000
BS, Finance/Marketing
Melissa Roman Ferro's JPMorgan Experience October 2003 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan October 2003 - Present
PricewaterhouseCoopers July 1998 - October 2003
Education
Boston College 1994 — 1998
BS
JPMorgan October 2003 - Present
PricewaterhouseCoopers July 1998 - October 2003
Education
Boston College 1994 — 1998
BS
Tosin Ojeyemi's JPMorgan Experience January 2004 - August 2004
Job CEO/President at T & M Realty Consulting Inc
Industry Real Estate
Experience
T & M Realty Consulting Inc January 2010 - Present
Citigroup January 2006 - January 2007
JPMorgan January 2004 - August 2004
BNP Paribas May 2003 - September 2003
Skills
Investment Properties, Real Estate, Trading, Investments, REO, Real Estate Economics, Investors, MBS, Mortgage Lending, Negotiation, Brokerage, Credit Derivatives, Auditing, Time Management, Real Estate Financing, Foreclosures, Analysis, Business Development, Venture Capital, Accounts Payable, Property Management, Real Estate Development, Tax, Entrepreneurship, Commercial Real Estate, SAP, Funding, Access, Joint Ventures, Swaps, Selling, Strategic Financial..., Business Strategy, Residential Homes, Business Planning, Real Estate Transactions, Mergers & Acquisitions, Start-ups, Sales
Education
Binghamton University - School of Management 2000 — 2005
Bachelor of Science (BS), Finance & MIS
T & M Realty Consulting Inc January 2010 - Present
Citigroup January 2006 - January 2007
JPMorgan January 2004 - August 2004
BNP Paribas May 2003 - September 2003
Skills
Investment Properties, Real Estate, Trading, Investments, REO, Real Estate Economics, Investors, MBS, Mortgage Lending, Negotiation, Brokerage, Credit Derivatives, Auditing, Time Management, Real Estate Financing, Foreclosures, Analysis, Business Development, Venture Capital, Accounts Payable, Property Management, Real Estate Development, Tax, Entrepreneurship, Commercial Real Estate, SAP, Funding, Access, Joint Ventures, Swaps, Selling, Strategic Financial..., Business Strategy, Residential Homes, Business Planning, Real Estate Transactions, Mergers & Acquisitions, Start-ups, Sales
Education
Binghamton University - School of Management 2000 — 2005
Bachelor of Science (BS), Finance & MIS
Kelly Mathieson's JPMorgan Experience July 1990 - Present
Job Managing Director at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Siddharth Dagar's JPMorgan Experience August 2008 - Present
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JPMorgan August 2008 - Present
Amtex Systems March 2004 - September 2006
Aon Hewitt March 2003 - April 2004
Sapient Global Markets March 2002 - February 2003
NIIT Technologies Limited July 2000 - March 2002
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Corporate Strategy
City University of New York-Baruch College 2011 — 2012
Master's of Science (MS), Quantitative Finance
JPMorgan August 2008 - Present
Amtex Systems March 2004 - September 2006
Aon Hewitt March 2003 - April 2004
Sapient Global Markets March 2002 - February 2003
NIIT Technologies Limited July 2000 - March 2002
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Corporate Strategy
City University of New York-Baruch College 2011 — 2012
Master's of Science (MS), Quantitative Finance
Sakthivel S Vellingiri's JPMorgan Experience 2003 - 2005
Job Manager, Technical Implementation Services at Charles River Development
Industry Investment Banking
Experience
Charles River Development January 2014 - Present
Charles River Development 2014 - 2015
Charles River Development 2014 - 2015
Citi December 2012 - December 2013
RBC Capital Markets January 2011 - November 2012
Merrill Lynch May 2008 - December 2010
BEAR STEARNS August 2006 - May 2008
Hartford Financial October 2005 - August 2006
JPMorgan 2003 - 2005
Infosys Technologies 2002 - 2005
Skills
SOA, SDLC, Business Analysis, Trading Systems, Sybase, Oracle, Fixed Income, JMS, Solution Architecture, SQL, Unix, Agile Methodologies, Equities, Java, Requirements Analysis, Prime Brokerage, Enterprise Architecture, Software Project..., Market Data, ION Marketview, XML, FIX, Credit Derivatives, Derivatives
Education
Bharathiar University 1995 — 1999
Bachelor's degree, Electrical and Electronics Engineering
Charles River Development January 2014 - Present
Charles River Development 2014 - 2015
Charles River Development 2014 - 2015
Citi December 2012 - December 2013
RBC Capital Markets January 2011 - November 2012
Merrill Lynch May 2008 - December 2010
BEAR STEARNS August 2006 - May 2008
Hartford Financial October 2005 - August 2006
JPMorgan 2003 - 2005
Infosys Technologies 2002 - 2005
Skills
SOA, SDLC, Business Analysis, Trading Systems, Sybase, Oracle, Fixed Income, JMS, Solution Architecture, SQL, Unix, Agile Methodologies, Equities, Java, Requirements Analysis, Prime Brokerage, Enterprise Architecture, Software Project..., Market Data, ION Marketview, XML, FIX, Credit Derivatives, Derivatives
Education
Bharathiar University 1995 — 1999
Bachelor's degree, Electrical and Electronics Engineering
Kit Wilson's JPMorgan Experience September 2004 - March 2015
Job Executive Vice President, Deputy General Counsel at Citizens Financial Group, Inc.
Industry Legal Services
Experience
Citizens Financial Group, Inc. March 2015 - Present
JPMorgan September 2004 - March 2015
Simpson Thacher & Bartlett LLP May 1998 - September 2004
Weil Gotshal and Manges September 1997 - May 1998
Skills
Corporate Governance, Securities Regulation, Securities, Corporate Law, Mergers & Acquisitions, Due Diligence, Capital Markets, Cross-border..., International Law, Legal Advice, Corporate Finance, Start-ups, Restructuring, M&A experience, Joint Ventures, Commercial Litigation, IPO
Education
Columbia University School of Law 1994 — 1997
JD, Law
Bates College 1989 — 1993
Bachelor's degree, Double Major in Economics and Russian
Citizens Financial Group, Inc. March 2015 - Present
JPMorgan September 2004 - March 2015
Simpson Thacher & Bartlett LLP May 1998 - September 2004
Weil Gotshal and Manges September 1997 - May 1998
Skills
Corporate Governance, Securities Regulation, Securities, Corporate Law, Mergers & Acquisitions, Due Diligence, Capital Markets, Cross-border..., International Law, Legal Advice, Corporate Finance, Start-ups, Restructuring, M&A experience, Joint Ventures, Commercial Litigation, IPO
Education
Columbia University School of Law 1994 — 1997
JD, Law
Bates College 1989 — 1993
Bachelor's degree, Double Major in Economics and Russian
Pedro Sanchez-Mejorada's JPMorgan Experience July 1999 - June 2008
Job Managing Director at Oaktree Capital
Industry Investment Management
Experience
Oaktree Capital Management June 2013 - Present
Goldman Sachs July 2008 - June 2013
JPMorgan July 1999 - June 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Boston College 1995 — 1999
B.S., Finance
American School Foundation
Oaktree Capital Management June 2013 - Present
Goldman Sachs July 2008 - June 2013
JPMorgan July 1999 - June 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Boston College 1995 — 1999
B.S., Finance
American School Foundation
Christopher Gervasi's JPMorgan Experience 2000 - 2004
Job QA at The Baupost Group
Industry Information Technology and Services
Experience
The Baupost Group January 2014 - Present
Fidelity Investments September 2009 - January 2014
Charles River Development June 2008 - September 2009
Fidelity June 2005 - June 2008
JPMorgan 2000 - 2004
Screenhouse 1999 - 2000
american financial systems 1996 - 2000
Skills
Software Quality..., Test Automation, Quality Center, SDLC, Quality Assurance, User Acceptance Testing, Agile Methodologies, QTP, Testing, Waterfall, Test Planning, Test Management, LoadRunner, Requirements Analysis, Performance Testing, Test Strategy, Test Automation..., Test Cases, SilkTest, SoapUI, Device Anywhere
Education
Boston University 1994 — 1996
BA, Mathematics
The Baupost Group January 2014 - Present
Fidelity Investments September 2009 - January 2014
Charles River Development June 2008 - September 2009
Fidelity June 2005 - June 2008
JPMorgan 2000 - 2004
Screenhouse 1999 - 2000
american financial systems 1996 - 2000
Skills
Software Quality..., Test Automation, Quality Center, SDLC, Quality Assurance, User Acceptance Testing, Agile Methodologies, QTP, Testing, Waterfall, Test Planning, Test Management, LoadRunner, Requirements Analysis, Performance Testing, Test Strategy, Test Automation..., Test Cases, SilkTest, SoapUI, Device Anywhere
Education
Boston University 1994 — 1996
BA, Mathematics
Sara Cassidy's JPMorgan Experience July 2006 - Present
Job Executive Director at JPMorgan
Industry Real Estate
Experience
JPMorgan July 2006 - Present
Chartermac June 2002 - July 2006
Joseph J. Blake and Associates, Inc. September 1999 - June 2002
Education
Boston College 1995 — 1999
JPMorgan July 2006 - Present
Chartermac June 2002 - July 2006
Joseph J. Blake and Associates, Inc. September 1999 - June 2002
Education
Boston College 1995 — 1999
Thomas Carlisle's JPMorgan Experience 2005 - 2007
Job Global Derivative Services
Industry Investment Banking
Experience
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
David Kogan's JPMorgan Experience July 1993 - July 2001
Job Chief Credit Officer Asset Management Group at AIG
Industry Banking
Experience
AIG July 2011 - Present
Credit Suisse July 2001 - October 2009
JPMorgan July 1993 - July 2001
Standard & Poor's November 1988 - May 1993
Skills
Credit Risk, Risk Management, Portfolio Management, Capital Markets, Credit, Loans, Financial Risk, Hedge Funds, Fixed Income
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Finance
Binghamton University 1982 — 1986
AIG July 2011 - Present
Credit Suisse July 2001 - October 2009
JPMorgan July 1993 - July 2001
Standard & Poor's November 1988 - May 1993
Skills
Credit Risk, Risk Management, Portfolio Management, Capital Markets, Credit, Loans, Financial Risk, Hedge Funds, Fixed Income
Education
Pace University - Lubin School of Business 1986 — 1988
MBA, Finance
Binghamton University 1982 — 1986
Douglas Bateson's JPMorgan Experience 1980 - March 2012
Job Independent Senior Financial Professional
Industry Financial Services
Experience
JPMorgan 1980 - March 2012
Skills
Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Series 63, Banking, Investments, Financial Services, Series 7, Securities, Mutual Funds, Asset Management
Education
Boston University 1977 — 1979
Master of Business Administration (M.B.A.), Public Management, High Honors
Harvard College 1970 — 1974
BA, History, Cum Laude
St. Paul's School 1966 — 1970
High School
JPMorgan 1980 - March 2012
Skills
Hedge Funds, Fixed Income, Capital Markets, Alternative Investments, Series 63, Banking, Investments, Financial Services, Series 7, Securities, Mutual Funds, Asset Management
Education
Boston University 1977 — 1979
Master of Business Administration (M.B.A.), Public Management, High Honors
Harvard College 1970 — 1974
BA, History, Cum Laude
St. Paul's School 1966 — 1970
High School
McIntyre Tom's JPMorgan Experience 2001 - Present
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan 2001 - Present
Education
Boston College - Carroll School of Management 1997 — 2001
regis high school
JPMorgan 2001 - Present
Education
Boston College - Carroll School of Management 1997 — 2001
regis high school
Kathy Comella Sullivan's JPMorgan Experience 1988 - 1998
Job Senior Director for Global Advancement
Industry Program Development
Experience
University of Chicago Booth School of Business 2014 - Present
University of Chicago Booth School of Business 2011 - 2014
University of Chicago 2009 - 2011
University of Chicago 2004 - 2009
JPMorgan 1988 - 1998
Skills
Alumni Relations, Non-profits, Fundraising, Higher Education, Stewardship, Annual Giving, Research, Program Development, Volunteer Management, Philanthropy, Community Outreach, Strategic Planning, Event Planning, Strategy, Staff Development, Nonprofits, Entrepreneurship, Program Management, Leadership
Education
The University of Chicago Booth School of Business 1983 — 1986
MBA, Finance
Boston College 1978 — 1980
BA, Economics
University of Toledo 1976 — 1978
University of Chicago Booth School of Business 2014 - Present
University of Chicago Booth School of Business 2011 - 2014
University of Chicago 2009 - 2011
University of Chicago 2004 - 2009
JPMorgan 1988 - 1998
Skills
Alumni Relations, Non-profits, Fundraising, Higher Education, Stewardship, Annual Giving, Research, Program Development, Volunteer Management, Philanthropy, Community Outreach, Strategic Planning, Event Planning, Strategy, Staff Development, Nonprofits, Entrepreneurship, Program Management, Leadership
Education
The University of Chicago Booth School of Business 1983 — 1986
MBA, Finance
Boston College 1978 — 1980
BA, Economics
University of Toledo 1976 — 1978
Matthew Lyness's JPMorgan Experience 1997 - 2007
Job Banking Professional
Industry Banking
Experience
GE Capital Markets 2008 - Present
JPMorgan 1997 - 2007
Skills
Capital Markets, Investment Banking
Education
Boston College 1976 — 1980
BA, Economics
GE Capital Markets 2008 - Present
JPMorgan 1997 - 2007
Skills
Capital Markets, Investment Banking
Education
Boston College 1976 — 1980
BA, Economics
Lubbie Harper's JPMorgan Experience May 2007 - Present
Job Assistant General Counsel at JPMorgan
Industry Banking
Experience
JPMorgan May 2007 - Present
Skills
ISDA, Clearing, Clearing Houses, Dodd-Frank, Swaps, Total Return Swaps, Derivatives, ISDA negotiations, Credit Derivatives, Collateral Management, Global Custody, Regulatory Reform, Financial Regulation, European Markets, Securitization, Interest Rate..., Securities, Capital Markets, GMRA, Securities Regulation, Hedge Funds, Structured Finance, Due Diligence, Equities, Fixed Income, Structured Products, Derivative Operations, European languages, French, Exotic Derivatives, Compliance, European Union, Financial Services, Corporate Governance
Education
Boston College Law School 1994 — 1997
Doctor of Law (J.D.), Law
University of Michigan
BA, Double Major: English Language and Literature, Philosophy
University of Paris
Diplome Juridique d'Etudes Europeennes et Internationales (Master's Degree equiv.), International and European Union Law
JPMorgan May 2007 - Present
Skills
ISDA, Clearing, Clearing Houses, Dodd-Frank, Swaps, Total Return Swaps, Derivatives, ISDA negotiations, Credit Derivatives, Collateral Management, Global Custody, Regulatory Reform, Financial Regulation, European Markets, Securitization, Interest Rate..., Securities, Capital Markets, GMRA, Securities Regulation, Hedge Funds, Structured Finance, Due Diligence, Equities, Fixed Income, Structured Products, Derivative Operations, European languages, French, Exotic Derivatives, Compliance, European Union, Financial Services, Corporate Governance
Education
Boston College Law School 1994 — 1997
Doctor of Law (J.D.), Law
University of Michigan
BA, Double Major: English Language and Literature, Philosophy
University of Paris
Diplome Juridique d'Etudes Europeennes et Internationales (Master's Degree equiv.), International and European Union Law
Ken Lehrer's JPMorgan Experience 1982 - 1995
Job Consultant Program Manager Mobility & Visual Communications Engineering at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
Deutsche Bank April 2011 - October 2011
JPMorgan Chase August 2000 - October 2009
JP Morgan Chase & CO. 2000 - 2009
pfizer 1995 - 2000
pfizer 1995 - 2000
JPMorgan 1982 - 1995
Skills
Risk Management, Vendor Management, IT Strategy, Business Analysis, Relationship Management, SDLC, Offshoring, IT Management, Outsourcing, Information Technology, Technology Management, Process Improvement, Program Management, PMO, Business Continuity, Project Portfolio..., Enterprise Architecture, ITIL, Management, Product Management, Data Center, Disaster Recovery, Requirements Analysis, Cross-functional Team..., Integration, Project Management, Leadership, PMP, SharePoint, Strategy, IT Service Management, Enterprise Software, Business Process..., Resource Management, Governance, Infrastructure, IT Operations, Business Intelligence, Business Process, Service Delivery, Solution Architecture, Business Transformation, Project Delivery
Education
Baruch College, City University of New York (CUNY) 1967 — 1972
BBA, Mgmt
Deutsche Bank January 2012 - Present
Deutsche Bank April 2011 - October 2011
JPMorgan Chase August 2000 - October 2009
JP Morgan Chase & CO. 2000 - 2009
pfizer 1995 - 2000
pfizer 1995 - 2000
JPMorgan 1982 - 1995
Skills
Risk Management, Vendor Management, IT Strategy, Business Analysis, Relationship Management, SDLC, Offshoring, IT Management, Outsourcing, Information Technology, Technology Management, Process Improvement, Program Management, PMO, Business Continuity, Project Portfolio..., Enterprise Architecture, ITIL, Management, Product Management, Data Center, Disaster Recovery, Requirements Analysis, Cross-functional Team..., Integration, Project Management, Leadership, PMP, SharePoint, Strategy, IT Service Management, Enterprise Software, Business Process..., Resource Management, Governance, Infrastructure, IT Operations, Business Intelligence, Business Process, Service Delivery, Solution Architecture, Business Transformation, Project Delivery
Education
Baruch College, City University of New York (CUNY) 1967 — 1972
BBA, Mgmt
Ana Dunkel's JPMorgan Experience June 1994 - March 2012
Job Treasurer Vice President at Friedkin Companies, Inc.
Industry Automotive
Experience
Friedkin Companies, Inc. March 2012 - Present
J.P. Morgan Securities Inc 1994 - Present
JPMorgan June 1994 - March 2012
Education
Baylor University - Hankamer School of Business 1992 — 1994
Friedkin Companies, Inc. March 2012 - Present
J.P. Morgan Securities Inc 1994 - Present
JPMorgan June 1994 - March 2012
Education
Baylor University - Hankamer School of Business 1992 — 1994
James Colassano's JPMorgan Experience 1990 - 2005
Job Senior Vice President at HSBC
Industry Banking
Experience
HSBC October 2005 - Present
JPMorgan 1990 - 2005
JPMorganChase 1990 - 2005
Skills
Banking, Management, Business Development, Treasury Management, Leadership, Contract Negotiation, Cash Management, Treasury Services, Strategic Planning, Product Management, Payments, Portfolio Management, Due Diligence, Finance, Executive Management, Financial Services, Risk Management
Education
Pace University - Lubin School of Business
MBA, Banking and Finance
Baruch College, City University of New York (CUNY)
BS, Accounting and Operations Management
HSBC October 2005 - Present
JPMorgan 1990 - 2005
JPMorganChase 1990 - 2005
Skills
Banking, Management, Business Development, Treasury Management, Leadership, Contract Negotiation, Cash Management, Treasury Services, Strategic Planning, Product Management, Payments, Portfolio Management, Due Diligence, Finance, Executive Management, Financial Services, Risk Management
Education
Pace University - Lubin School of Business
MBA, Banking and Finance
Baruch College, City University of New York (CUNY)
BS, Accounting and Operations Management
Maria Gama's JPMorgan Experience September 1993 - March 2001
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Merrill Lynch April 2001 - December 2008
JPMorgan September 1993 - March 2001
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Bank of America January 2009 - Present
Merrill Lynch April 2001 - December 2008
JPMorgan September 1993 - March 2001
Education
Baruch College, City University of New York (CUNY) 1990 — 1993
BBA, Finance
Gary Lespinasse's JPMorgan Experience 1985 - 1990
Job Independent Financial Services Professional
Industry Financial Services
Experience
Personal Asset Management & Philanthropy 1999 - Present
Habitat for Humanity 1999 - 2008
Bank Julius Baer 1990 - 1999
JPMorgan 1985 - 1990
PwC 1976 - 1985
Skills
Risk Management, Banking, Mergers, Asset Managment, Financial Analysis, Governance, Asset Management, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Financial Risk, Equities, Securities, Fixed Income, Investments, Capital Markets, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Bloomberg, FX Options, Derivatives
Education
City University of New York-Baruch College 1972 — 1976
BBA, Accounting
Personal Asset Management & Philanthropy 1999 - Present
Habitat for Humanity 1999 - 2008
Bank Julius Baer 1990 - 1999
JPMorgan 1985 - 1990
PwC 1976 - 1985
Skills
Risk Management, Banking, Mergers, Asset Managment, Financial Analysis, Governance, Asset Management, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Financial Risk, Equities, Securities, Fixed Income, Investments, Capital Markets, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Bloomberg, FX Options, Derivatives
Education
City University of New York-Baruch College 1972 — 1976
BBA, Accounting
Steve Spinale's JPMorgan Experience 2008 - Present
Job Acquisitions Analyst at JPMorgan
Industry Investment Management
Experience
JPMorgan 2008 - Present
Education
Bentley University 2004 — 2008
JPMorgan 2008 - Present
Education
Bentley University 2004 — 2008
Eric Wald's JPMorgan Experience July 2009 - July 2012
Job Associate at J.P. Morgan
Industry Real Estate
Experience
J.P. Morgan July 2012 - Present
JPMorgan July 2009 - July 2012
JPMorgan May 2008 - August 2008
Centro Properties May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Bloomberg, Real Estate, Capital Markets, Investments, Valuation, Investment Properties, Equities, Financial Analysis, Acquisitions, Asset Management, Due Diligence, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, DCF
Education
Bentley University 2005 — 2009
BS, Finance, International Studies
J.P. Morgan July 2012 - Present
JPMorgan July 2009 - July 2012
JPMorgan May 2008 - August 2008
Centro Properties May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Bloomberg, Real Estate, Capital Markets, Investments, Valuation, Investment Properties, Equities, Financial Analysis, Acquisitions, Asset Management, Due Diligence, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, DCF
Education
Bentley University 2005 — 2009
BS, Finance, International Studies
Saroj Hariprashad's JPMorgan Experience January 1997 - November 2007
Job Information Security Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman November 2007 - Present
JPMorgan January 1997 - November 2007
Devise Associates, New York, New York April 1996 - October 1996
Skills
Information Security..., Risk Management, Disaster Recovery, Vendor Management, Business Continuity, Application Security, SDLC, IT Audit, Security Management, Security, Information Security, Software Documentation, Visio
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Brown Brothers Harriman November 2007 - Present
JPMorgan January 1997 - November 2007
Devise Associates, New York, New York April 1996 - October 1996
Skills
Information Security..., Risk Management, Disaster Recovery, Vendor Management, Business Continuity, Application Security, SDLC, IT Audit, Security Management, Security, Information Security, Software Documentation, Visio
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
Henry Melgar's JPMorgan Experience August 2012 - Present
Job Hedge Fund and Mutual Fund Custody Manager at JPMorgan
Industry Financial Services
Experience
JPMorgan August 2012 - Present
JPMorgan Chase October 2009 - August 2012
JP Morgan Chase 2007 - 2009
JPMorgan 1998 - 2009
Skills
Hedge Funds, Mutual Funds, Valuation, Financial Services, Fund Accounting, Accounting, Management, Bloomberg, Financial Analysis, Fixed Income, Equities, Securities, Banking, Derivatives, Investments, Financial Modeling, Financial Reporting, Funding, Risk Management, Asset Management, Account Reconciliation, Alternative Investments, Auditing, Business Analysis, Cash Management, Corporate Actions, Corporate Finance, Credit, Due Diligence, Finance, Financial Accounting, Financial Risk, Global Custody, Investment Banking, Internal Controls, Process Improvement, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, Accounting
JPMorgan August 2012 - Present
JPMorgan Chase October 2009 - August 2012
JP Morgan Chase 2007 - 2009
JPMorgan 1998 - 2009
Skills
Hedge Funds, Mutual Funds, Valuation, Financial Services, Fund Accounting, Accounting, Management, Bloomberg, Financial Analysis, Fixed Income, Equities, Securities, Banking, Derivatives, Investments, Financial Modeling, Financial Reporting, Funding, Risk Management, Asset Management, Account Reconciliation, Alternative Investments, Auditing, Business Analysis, Cash Management, Corporate Actions, Corporate Finance, Credit, Due Diligence, Finance, Financial Accounting, Financial Risk, Global Custody, Investment Banking, Internal Controls, Process Improvement, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, Accounting
Jonathan Sloan's JPMorgan Experience January 1999 - September 2002
Job Senior Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey December 2013 - Present
MBIA May 2005 - December 2013
CIFG September 2002 - May 2005
JPMorgan January 1999 - September 2002
Skills
Risk Management, Financial Structuring, Credit, Financial Reporting, Restructuring, Securitization, Credit Analysis, Structured Products, Derivatives, Capital Markets, CDO, Fixed Income, Portfolio Management, ABS, Due Diligence, Asset Management, Banking, Structured Finance, Bloomberg, Equity Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Securities, Corporate Finance, Hedge Funds, Investments, Trading, Financial Analysis, Credit Derivatives, Financial Risk, Loan Origination, Private Equity, CDS, Bonds, Market Risk, CMBS, Finance, Project Finance, High Yield, Fund Administration, Alternative Investments, Valuation, MBS, Funding, Credit Risk, Residential Mortgages, Financial Markets, Loans
Education
State University of New York at Binghamton 1991 — 1996
MS, Accounting, Summa
Houlihan Lokey December 2013 - Present
MBIA May 2005 - December 2013
CIFG September 2002 - May 2005
JPMorgan January 1999 - September 2002
Skills
Risk Management, Financial Structuring, Credit, Financial Reporting, Restructuring, Securitization, Credit Analysis, Structured Products, Derivatives, Capital Markets, CDO, Fixed Income, Portfolio Management, ABS, Due Diligence, Asset Management, Banking, Structured Finance, Bloomberg, Equity Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Securities, Corporate Finance, Hedge Funds, Investments, Trading, Financial Analysis, Credit Derivatives, Financial Risk, Loan Origination, Private Equity, CDS, Bonds, Market Risk, CMBS, Finance, Project Finance, High Yield, Fund Administration, Alternative Investments, Valuation, MBS, Funding, Credit Risk, Residential Mortgages, Financial Markets, Loans
Education
State University of New York at Binghamton 1991 — 1996
MS, Accounting, Summa
Elizabeth S Sexworth's JPMorgan Experience July 2002 - December 2004
Job Chief Investment Officer at RGK Foundation
Industry Investment Management
Experience
RGK Foundation January 2010 - Present
Exeter Financial January 2007 - March 2010
Friedman Billings & Ramsey August 2005 - December 2006
JPMorgan July 2002 - December 2004
Arthur Andersen September 1986 - July 2002
Skills
Investments, Alternative Investments, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Investment Management, Private Equity, Wealth Management..., Investment Advisory, Portfolio Management, Asset Managment, Risk Management, Strategic Financial..., Fund Of Funds, Equities
Education
The University of Texas at Austin 1978 — 1986
Masters, Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1986
MBA, Taxation
Baylor University - Hankamer School of Business 1980 — 1983
Bachelor of Business Administration (BBA), Finance
Taylor High School 1975 — 1978
RGK Foundation January 2010 - Present
Exeter Financial January 2007 - March 2010
Friedman Billings & Ramsey August 2005 - December 2006
JPMorgan July 2002 - December 2004
Arthur Andersen September 1986 - July 2002
Skills
Investments, Alternative Investments, Wealth Management, Asset Allocation, Investment Strategies, Asset Management, Hedge Funds, Investment Management, Private Equity, Wealth Management..., Investment Advisory, Portfolio Management, Asset Managment, Risk Management, Strategic Financial..., Fund Of Funds, Equities
Education
The University of Texas at Austin 1978 — 1986
Masters, Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 1978 — 1986
MBA, Taxation
Baylor University - Hankamer School of Business 1980 — 1983
Bachelor of Business Administration (BBA), Finance
Taylor High School 1975 — 1978
Michael Boruch's JPMorgan Experience April 2015 - Present
Job VP | Head of RepasPM and RepasAdvisor Program Management | J.P. Morgan Securities
Industry Financial Services
Experience
JPMorgan April 2015 - Present
JPMorgan May 2008 - March 2015
Bear, Stearns & Co. Inc. May 2007 - May 2008
Bear, Stearns & Co. Inc. January 2005 - April 2007
Bear, Stearns & Co. Inc. November 1999 - December 2004
Bear, Stearns & Co. Inc. March 1994 - October 1999
Bear, Stearns & Co. Inc. January 1992 - February 1994
Skills
Securities, Investments, Portfolio Management, Investment Advisory, Due Diligence, Auditing, Investment Management, Financial Services, Risk Management, Financial Analysis, Investment Strategies, ETFs, Financial Risk, Operational Risk..., Wealth Management..., Operational Risk, Financial Advisory, Fixed Income, Series 7, Mutual Funds, Asset Management, Internal Audit, Bonds, Cash Management, Wealth Management, Series 63, Finance, FINRA, Trading, Alternative Investments, Capital Markets, Equities, Bloomberg
Education
Boston College 1987 — 1991
Bachelor’s Degree, Accounting
JPMorgan April 2015 - Present
JPMorgan May 2008 - March 2015
Bear, Stearns & Co. Inc. May 2007 - May 2008
Bear, Stearns & Co. Inc. January 2005 - April 2007
Bear, Stearns & Co. Inc. November 1999 - December 2004
Bear, Stearns & Co. Inc. March 1994 - October 1999
Bear, Stearns & Co. Inc. January 1992 - February 1994
Skills
Securities, Investments, Portfolio Management, Investment Advisory, Due Diligence, Auditing, Investment Management, Financial Services, Risk Management, Financial Analysis, Investment Strategies, ETFs, Financial Risk, Operational Risk..., Wealth Management..., Operational Risk, Financial Advisory, Fixed Income, Series 7, Mutual Funds, Asset Management, Internal Audit, Bonds, Cash Management, Wealth Management, Series 63, Finance, FINRA, Trading, Alternative Investments, Capital Markets, Equities, Bloomberg
Education
Boston College 1987 — 1991
Bachelor’s Degree, Accounting
Denise Bright's JPMorgan Experience 1991 - 2007
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Noelle (Brogi) Grainger's JPMorgan Experience 2006 - 2010
Job Head of Global Equity Research
Industry Investment Banking
Experience
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
J.P. Morgan 2014 - Present
J.P. Morgan 2012 - 2014
J.P. Morgan 2011 - 2012
J.P. Morgan 2010 - 2011
JPMorgan 2006 - 2010
JP Morgan 1999 - 2005
JPMorgan 1993 - 1999
Skills
Series 7, Equities, Equity Research, Capital Markets, Hedge Funds, Investment Banking, Apparel
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
B.S., Marketing; International Studies
Kent School 1987 — 1989
Pascack Hills HS 1985 — 1987
Max Loukachevitch's JPMorgan Experience September 2008 - July 2009
Job Investment Management Professional, currently seeking new opportunities
Industry Investment Management
Experience
JPMorgan September 2008 - July 2009
JPMorgan April 2004 - September 2008
JPMorgan Chase August 2003 - April 2004
Skills
Fixed Income, Portfolio Management, Series 7, Equities, Investment Management, Alternative Investments, Asset Allocation, Derivatives, Investment Strategies, Finance, Private Equity, Asset Management, Bloomberg, Hedge Funds
Education
Saint Xavier University 2001 — 2003
MBA, Finance
Belarusian State Economic University 1993 — 1997
BS, International Economic Relations
JPMorgan September 2008 - July 2009
JPMorgan April 2004 - September 2008
JPMorgan Chase August 2003 - April 2004
Skills
Fixed Income, Portfolio Management, Series 7, Equities, Investment Management, Alternative Investments, Asset Allocation, Derivatives, Investment Strategies, Finance, Private Equity, Asset Management, Bloomberg, Hedge Funds
Education
Saint Xavier University 2001 — 2003
MBA, Finance
Belarusian State Economic University 1993 — 1997
BS, International Economic Relations
Jerome Altschul, MBA, CIMA's JPMorgan Experience June 2004 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
JPMorgan June 2004 - Present
Morgan Stanley 1996 - 2004
Prudential Securities 1992 - 1996
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Equities, Fixed Income, Hedge Funds, Investment Banking, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Series 7, Trading
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
SUNY Oneonta 1988 — 1991
Bachelor of Arts (B.A.)
Jetmira Marku's JPMorgan Experience June 2008 - Present
Job Associate at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - Present
Bear Stearns June 2000 - June 2008
Bear Stearns 2000 - 2008
Bear Stearns 2000 - 2008
Skills
Derivatives, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Equities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
JPMorgan June 2008 - Present
Bear Stearns June 2000 - June 2008
Bear Stearns 2000 - 2008
Bear Stearns 2000 - 2008
Skills
Derivatives, Investment Banking, Hedge Funds, Capital Markets, Fixed Income, Equities
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bryan Bahr, MBA's JPMorgan Experience 2009 - September 2010
Job Gas Marketing Specialist at EOG Resources
Industry Oil & Energy
Experience
EOG Resources October 2012 - Present
JP Morgan August 2009 - October 2012
JPMorgan 2009 - September 2010
National Oilwell Varco 2007 - 2009
Skills
Financial Analysis, Process Improvement, Finance, Business Analysis, Risk Management, Portfolio Management, Asset Managment, Analysis, Forecasting, Business Process..., Derivatives, Access, SAP, Project Management, Banking, Microsoft Excel, Compliance, Credit, Strategic Financial..., Pricing
Education
South Texas College of Law 2014 — 2017
Doctor of Law (J.D.)
Houston Baptist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Baylor University - Hankamer School of Business 2003 — 2007
Business Administration, Business Management
EOG Resources October 2012 - Present
JP Morgan August 2009 - October 2012
JPMorgan 2009 - September 2010
National Oilwell Varco 2007 - 2009
Skills
Financial Analysis, Process Improvement, Finance, Business Analysis, Risk Management, Portfolio Management, Asset Managment, Analysis, Forecasting, Business Process..., Derivatives, Access, SAP, Project Management, Banking, Microsoft Excel, Compliance, Credit, Strategic Financial..., Pricing
Education
South Texas College of Law 2014 — 2017
Doctor of Law (J.D.)
Houston Baptist University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Baylor University - Hankamer School of Business 2003 — 2007
Business Administration, Business Management
Jon Mastrandrea's JPMorgan Experience May 2007 - June 2008
Job Executive Vice President at R. Seelaus & Co., Inc.
Industry Financial Services
Experience
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
R. Seelaus & Co., Inc. May 2015 - Present
UBS Wealth Management April 2011 - April 2015
Loop Capital November 2008 - March 2011
JPMorgan May 2007 - June 2008
Merrill Lynch February 2004 - May 2007
Morgan Stanley Dean Witter 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Bonds, Trading, Fixed Income, Series 7, Series 63, Wealth Management, Private Wealth..., Fixed Income Trading, High Yield
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
Binghamton University 1979 — 1983
B.A, Economics, Political Science
Michael O'Mealey's JPMorgan Experience 2006 - 2008
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan January 2011 - Present
State Street Bank May 2008 - December 2010
JPMorgan 2006 - 2008
Interactive Data Corporation 1996 - 1997
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Providence College 1985 — 1989
BS, Finance
Algonquin High School
JP Morgan January 2011 - Present
State Street Bank May 2008 - December 2010
JPMorgan 2006 - 2008
Interactive Data Corporation 1996 - 1997
Skills
Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Providence College 1985 — 1989
BS, Finance
Algonquin High School
Sonya Szostak's JPMorgan Experience 2000 - 2008
Job President at Sonya Szostak Designs
Industry Graphic Design
Experience
Prudential 2009 - Present
Sonya Szostak Designs 2008 - Present
JPMorgan 2000 - 2008
JPMorgan 1989 - 2008
Skills
Graphic Design, Web Design, InDesign, Illustrator, Photoshop, Photography, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Marketing, Advertising
Education
Bergen Community College
Web development
New York University
Graphic Design Certificate
Prudential 2009 - Present
Sonya Szostak Designs 2008 - Present
JPMorgan 2000 - 2008
JPMorgan 1989 - 2008
Skills
Graphic Design, Web Design, InDesign, Illustrator, Photoshop, Photography, QuarkXPress, Adobe Acrobat, Adobe Creative Suite, Marketing, Advertising
Education
Bergen Community College
Web development
New York University
Graphic Design Certificate
Bernadette Hamada's JPMorgan Experience February 2006 - August 2008
Job Wells Fargo
Industry Banking
Experience
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Wells Fargo 2010 - Present
JPMorgan February 2006 - August 2008
JPMorgan Private Bank July 2004 - February 2006
JPMorgan Private Bank July 2001 - July 2004
Goldman Sachs Asset Management 2000 - 2000
Education
Boston College 1997 — 2001
BS, Finance, Information Systems
Warren Farkas's JPMorgan Experience 1985 - January 2012
Job RETIRED GTI PAC Priority One Incident Manager at JPMorganChase
Industry Information Technology and Services
Experience
JPMorganChase October 1985 - January 2012
JP Morgan Chase 1985 - January 2012
The Chase Manhattan Bank, N.A 1985 - January 2012
JPMChase 1985 - January 2012
JPMorgan 1985 - January 2012
JPMorgan Chase 2000 - 2012
JP Morgan Chase (Chase Manhattan Bank) 1985 - January 2011
Skills
Incident Management, Vendor Management, Management, IT Management, Disaster Recovery, ITIL, IT Service Management, Service Delivery, Technical Support, Data Center, Databases, Business Continuity, IT Strategy, Sla, SDLC, Infrastructure, Information Technology, PMO, Project Portfolio..., System Deployment, Project Delivery, Service Desk, PMP, Problem Management, Outsourcing, Enterprise Architecture, Service Management, IT Operations, Resource Management, Offshoring
Education
Borough of Manhattan Community College
Associate's degree, Computer Science
JPMorganChase October 1985 - January 2012
JP Morgan Chase 1985 - January 2012
The Chase Manhattan Bank, N.A 1985 - January 2012
JPMChase 1985 - January 2012
JPMorgan 1985 - January 2012
JPMorgan Chase 2000 - 2012
JP Morgan Chase (Chase Manhattan Bank) 1985 - January 2011
Skills
Incident Management, Vendor Management, Management, IT Management, Disaster Recovery, ITIL, IT Service Management, Service Delivery, Technical Support, Data Center, Databases, Business Continuity, IT Strategy, Sla, SDLC, Infrastructure, Information Technology, PMO, Project Portfolio..., System Deployment, Project Delivery, Service Desk, PMP, Problem Management, Outsourcing, Enterprise Architecture, Service Management, IT Operations, Resource Management, Offshoring
Education
Borough of Manhattan Community College
Associate's degree, Computer Science
Mark Levinger's JPMorgan Experience February 2011 - Present
Job Executive Director
Industry Investment Banking
Experience
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
JPMorgan February 2011 - Present
JP Morgan June 2008 - January 2011
Bear Stearns 1994 - 2008
Skills
Equities, Prime Brokerage, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading Systems, Investment Banking, Alternative Investments, Capital Markets, Series 7, Asset Management, Trading, Securities, Middle Office
Education
Baruch College 1994 — 1997
Master of Business Administration (MBA), Finance, General
Natalie Iarko's JPMorgan Experience 2000 - 2008
Job Project Manager Regulatory Reporting at AxiomSL
Industry Financial Services
Experience
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
Wells Fargo September 2009 - March 2014
JPMChase May 2000 - October 2009
JPMorgan 2000 - 2008
The Chase Manhattan Bank 2000 - 2002
Morgan Stanley January 1999 - January 2000
CSK Software (Kibo Group) 1998 - 2000
Citibank September 1998 - January 1999
KBC Bank August 1998 - November 1998
Skills
Market Data, Integration, Trading, Investment Banking, Access, Analysis, Business Analysis
Education
Borough of Manhattan Community College 2009 — 2010
EDB, Business Management
Baruch College, City University of New York (CUNY) 1995 — 1997
BA, Business Administration
Paul Shield's JPMorgan Experience June 1992 - May 2011
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
J.P. Morgan July 2013 - Present
Bank of New York Mellon - Alternative Investment Services May 2011 - July 2013
JPMorgan June 1992 - May 2011
Fidelity Investments 1988 - 1992
State Street Bank 1982 - 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA
Bentley University
BS, Management
Jenna Vail's JPMorgan Experience August 2009 - July 2011
Job Asset Management Analyst at Long Wharf Real Estate Partners
Industry Financial Services
Experience
Long Wharf Real Estate Partners February 2014 - Present
Tremont Realty Capital LLC July 2011 - February 2014
JPMorgan August 2009 - July 2011
Shields and Company February 2007 - June 2009
Navigant Consulting June 2008 - August 2008
Skills
Financial Analysis, Investments, Alternative Investments, Finance, Corporate Finance, Accounting, Mutual Funds, Close Attention to..., Valuation, Investment Banking, Marketing Communications, Marketing, Investor Relations, Middle Market, Real Estate, Private Equity, Financial Modeling, Asset Management, Microsoft Excel, Portfolio Management, Bloomberg, Due Diligence
Education
Bentley University 2005 — 2009
BS, Finance
Corvinus 2008 — 2008
BS, Finance
Long Wharf Real Estate Partners February 2014 - Present
Tremont Realty Capital LLC July 2011 - February 2014
JPMorgan August 2009 - July 2011
Shields and Company February 2007 - June 2009
Navigant Consulting June 2008 - August 2008
Skills
Financial Analysis, Investments, Alternative Investments, Finance, Corporate Finance, Accounting, Mutual Funds, Close Attention to..., Valuation, Investment Banking, Marketing Communications, Marketing, Investor Relations, Middle Market, Real Estate, Private Equity, Financial Modeling, Asset Management, Microsoft Excel, Portfolio Management, Bloomberg, Due Diligence
Education
Bentley University 2005 — 2009
BS, Finance
Corvinus 2008 — 2008
BS, Finance
Scott Hayward's JPMorgan Experience July 1987 - June 2003
Job Chairman & CEO at Quantitative Management Associates
Industry Investment Management
Experience
Quantitative Management Associates June 2003 - Present
Jennison Associates June 2003 - May 2006
JPMorgan July 1987 - June 2003
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Mergers & Acquisitions, Securities, Investments, Trading Systems, Financial Modeling, Capital Markets, Valuation, Mutual Funds, Investment Management, Derivatives, Portfolio Management
Education
Boston College 1983 — 1987
BA, Political Science
Quantitative Management Associates June 2003 - Present
Jennison Associates June 2003 - May 2006
JPMorgan July 1987 - June 2003
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Asset Management, Investment Strategies, Asset Allocation, Fixed Income, Mergers & Acquisitions, Securities, Investments, Trading Systems, Financial Modeling, Capital Markets, Valuation, Mutual Funds, Investment Management, Derivatives, Portfolio Management
Education
Boston College 1983 — 1987
BA, Political Science
emily knickel's JPMorgan Experience June 2005 - June 2007
Job Vice President at Credit Value Partners
Industry Financial Services
Experience
Credit Value Partners January 2011 - Present
Credit Suisse July 2007 - October 2010
JPMorgan June 2005 - June 2007
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments
Education
Boston University 2001 — 2005
Economics, Math, Business Administration
The Hockaday School 1999 — 2001
Credit Value Partners January 2011 - Present
Credit Suisse July 2007 - October 2010
JPMorgan June 2005 - June 2007
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Modeling, Corporate Finance, Hedge Funds, Financial Analysis, Investments
Education
Boston University 2001 — 2005
Economics, Math, Business Administration
The Hockaday School 1999 — 2001
Sherry Cole's JPMorgan Experience September 2007 - Present
Job VP at JPMorgan
Industry Investment Banking
Experience
JPMorgan September 2007 - Present
Lehman Brothers July 2000 - August 2007
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance & Management
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
JPMorgan September 2007 - Present
Lehman Brothers July 2000 - August 2007
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance & Management
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Gregory Barandiaran's JPMorgan Experience 1998 - 2006
Job at MetLife
Industry Financial Services
Experience
MetLife January 2009 - Present
JPMorganChase March 1998 - October 2008
JPMorgan 1998 - 2006
Lehman Brothers 1993 - 1998
Ernst & Young August 1984 - October 1993
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Public Accounting
MetLife January 2009 - Present
JPMorganChase March 1998 - October 2008
JPMorgan 1998 - 2006
Lehman Brothers 1993 - 1998
Ernst & Young August 1984 - October 1993
Education
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Public Accounting
Linda Mok Smith's JPMorgan Experience 2008 - January 2013
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Stephen Romano's JPMorgan Experience 2008 - January 2011
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2011 - Present
JPMorgan 2008 - January 2011
Citi Private Bank September 2006 - September 2008
Pistol Creek Company 2004 - 2006
Sirach Capital Management 1991 - 2002
Skills
Commercial Lending, Financial Institutions
Education
Boston College 1978 — 1981
BA, Economics
J.P. Morgan January 2011 - Present
JPMorgan 2008 - January 2011
Citi Private Bank September 2006 - September 2008
Pistol Creek Company 2004 - 2006
Sirach Capital Management 1991 - 2002
Skills
Commercial Lending, Financial Institutions
Education
Boston College 1978 — 1981
BA, Economics
Judith Trepanowski's JPMorgan Experience 1979 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 1979 - 2007
JPMorgan 1979 - 2007
Education
Baruch College, City University of New York (CUNY) 1965 — 1969
BBA, Office Management Sec. Studies
JPMorgan Chase 1979 - 2007
JPMorgan 1979 - 2007
Education
Baruch College, City University of New York (CUNY) 1965 — 1969
BBA, Office Management Sec. Studies
Thomas Hasselmann's JPMorgan Experience 1985 - 1995
Job SVP at Citibank
Industry Financial Services
Experience
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Citibank April 2011 - Present
UBS July 2009 - April 2011
Goldman Sachs May 1998 - December 2008
Bankers Trust January 1996 - May 1998
JPMorgan 1985 - 1995
United States Marine Corps June 1982 - August 1985
Skills
Process Engineering, Operations Management, Cost Reduction, Risk Management, Middle Office, Trade Support, Project Management, Product Development, Securities Lending, Custody Lending, Operations Risk..., Business Analysis, Financial Services, Finance, Fixed Income, Hedge Funds, Investment Banking, Operational Risk..., Portfolio Management, Prime Brokerage, Securities, Settlement, Strategy, Trading, Loans
Education
Boston University 1983 — 1985
MSBA, Business Administration
Rutgers University-New Brunswick 1978 — 1982
BA, Business Administration
Joan Louie's JPMorgan Experience
Job Financial Analyst at JPMorgan
Industry Banking
Experience
JPMorgan
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
JPMorgan
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Lissette Resnick's JPMorgan Experience October 1998 - Present
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan October 1998 - Present
Julius Baer 2004 - 2004
SunAmerica Asset Management 1995 - 1998
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBS, Finance and Investments
JPMorgan October 1998 - Present
Julius Baer 2004 - 2004
SunAmerica Asset Management 1995 - 1998
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBS, Finance and Investments
George Tsandikos's JPMorgan Experience 1989 - 2003
Job Managing Director at Rockefeller & Co.
Industry Financial Services
Experience
Rockefeller & Co. 2003 - Present
JPMorgan 1989 - 2003
Education
Boston College Law School 1984 — 1987
JD
Brown University 1978 — 1982
AB, Economics
Rockefeller & Co. 2003 - Present
JPMorgan 1989 - 2003
Education
Boston College Law School 1984 — 1987
JD
Brown University 1978 — 1982
AB, Economics
Rajendradat (Ravi) Ramharak's JPMorgan Experience Managing DirectorBear Stearns2005 - 2008
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan Managing DirectorBear Stearns2005 - 2008
Skills
Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Finance and Mathematics
St Rose's High School, Guyana 1983 — 1989
CXC, English, Mathematics, Principles of Business, Geography, Technical Drawing, Integrated Science
JPMorgan Managing DirectorBear Stearns2005 - 2008
Skills
Equity Derivatives
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Finance and Mathematics
St Rose's High School, Guyana 1983 — 1989
CXC, English, Mathematics, Principles of Business, Geography, Technical Drawing, Integrated Science
Neal Batson's JPMorgan Experience January 2009 - November 2010
Job Vice President at HSBC
Industry Banking
Experience
HSBC June 2013 - Present
Wells Fargo October 2012 - May 2013
Wells Fargo January 2011 - October 2012
JPMorgan January 2009 - November 2010
JPMorgan May 2007 - January 2009
Ernst & Young May 2005 - May 2007
Skills
Financial Modeling, FX Options, Internal Controls, Fixed Income, Derivatives, Risk Management, Cash Management, Financial Risk, Auditing
Education
Baylor University - Hankamer School of Business 2005 — 2006
MACC, Accounting and Finance
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Accounting and Finance
HSBC June 2013 - Present
Wells Fargo October 2012 - May 2013
Wells Fargo January 2011 - October 2012
JPMorgan January 2009 - November 2010
JPMorgan May 2007 - January 2009
Ernst & Young May 2005 - May 2007
Skills
Financial Modeling, FX Options, Internal Controls, Fixed Income, Derivatives, Risk Management, Cash Management, Financial Risk, Auditing
Education
Baylor University - Hankamer School of Business 2005 — 2006
MACC, Accounting and Finance
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Accounting and Finance
Jenner Stagg, CFA's JPMorgan Experience 2003 - 2004
Job Senior Trader at Basso Capital Mangement
Industry Financial Services
Experience
Basso Capital 2004 - Present
JPMorgan 2003 - 2004
Skills
Hedge Funds, Options, Convertible Bonds, Wealth Management, Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Securities, Capital Markets, Equity Derivatives, Hedging, Investment Banking, Alternative Investments, Derivatives, Asset Management, ETFs
Education
Boston College
Fairfield University
Basso Capital 2004 - Present
JPMorgan 2003 - 2004
Skills
Hedge Funds, Options, Convertible Bonds, Wealth Management, Equities, Bloomberg, Fixed Income, Portfolio Management, Investments, Securities, Capital Markets, Equity Derivatives, Hedging, Investment Banking, Alternative Investments, Derivatives, Asset Management, ETFs
Education
Boston College
Fairfield University
Suruchi Parwal's JPMorgan Experience January 2007 - June 2007
Job Sr Investment Analyst at UT Horizon Fund
Industry Venture Capital & Private Equity
Experience
UT Horizon Fund January 2015 - Present
Lennox International June 2014 - August 2014
Goldman Sachs July 2010 - April 2013
CRISIL Global Research & Analytics July 2007 - July 2010
JPMorgan January 2007 - June 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Equity Valuation, Financial Analysis, Investments, Mergers & Acquisitions, Bloomberg
Education
The University of Texas at Dallas 2013 — 2015
Master’s Degree, Finance, 3.97/4.0
Birla Institute of Technology and Science 2003 — 2007
Bachelor’s Degree, Management Studies
UT Horizon Fund January 2015 - Present
Lennox International June 2014 - August 2014
Goldman Sachs July 2010 - April 2013
CRISIL Global Research & Analytics July 2007 - July 2010
JPMorgan January 2007 - June 2007
Skills
Financial Modeling, Equities, Equity Research, Valuation, Equity Valuation, Financial Analysis, Investments, Mergers & Acquisitions, Bloomberg
Education
The University of Texas at Dallas 2013 — 2015
Master’s Degree, Finance, 3.97/4.0
Birla Institute of Technology and Science 2003 — 2007
Bachelor’s Degree, Management Studies
Janette Vinciguerra's JPMorgan Experience February 2006 - June 2009
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley May 2014 - Present
RBC Capital Markets December 2010 - May 2014
RBC Capital Markets August 2009 - December 2010
JPMorgan February 2006 - June 2009
JPMorgan May 2005 - February 2006
Cantor Fitzgerald July 2004 - May 2005
Cantor Fitzgerald October 2003 - July 2004
Skills
Trading, Fixed Income, Equities, Trading Systems, Capital Markets, Finance, Investment Banking, Securities Lending, Credit, Program Management, Middle Office, Bloomberg, Back Office, Derivatives, Securities, Business Analysis, Prime Brokerage, Market Data, Electronic Trading, Project Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Major: Finance and Investments Minor: Computer Information Systems
Hofstra University 1997 — 1998
Morgan Stanley May 2014 - Present
RBC Capital Markets December 2010 - May 2014
RBC Capital Markets August 2009 - December 2010
JPMorgan February 2006 - June 2009
JPMorgan May 2005 - February 2006
Cantor Fitzgerald July 2004 - May 2005
Cantor Fitzgerald October 2003 - July 2004
Skills
Trading, Fixed Income, Equities, Trading Systems, Capital Markets, Finance, Investment Banking, Securities Lending, Credit, Program Management, Middle Office, Bloomberg, Back Office, Derivatives, Securities, Business Analysis, Prime Brokerage, Market Data, Electronic Trading, Project Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
BBA, Major: Finance and Investments Minor: Computer Information Systems
Hofstra University 1997 — 1998
Tim Heston's JPMorgan Experience June 2001 - January 2004
Job Principal, Bertram Capital
Industry Financial Services
Experience
Bertram Capital 2008 - Present
Calera Capital August 2005 - July 2007
Carl Marks February 2004 - July 2005
JPMorgan June 2001 - January 2004
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
Bertram Capital 2008 - Present
Calera Capital August 2005 - July 2007
Carl Marks February 2004 - July 2005
JPMorgan June 2001 - January 2004
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2001
BS, Finance
Gregory. Sackos's JPMorgan Experience September 2008 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
JPMorgan September 2008 - Present
PFPC, Inc. 1998 - 2008
Education
Bentley University 1992 — 1996
MSA, Accounting
JPMorgan September 2008 - Present
PFPC, Inc. 1998 - 2008
Education
Bentley University 1992 — 1996
MSA, Accounting
Larry Hathaway's JPMorgan Experience 1979 - 1997
Job VP at State Street
Industry Banking
Experience
State Street DirectorDeustche Bank1997 - 2002
Bankers Trust 1997 - 2000
JPMorgan 1979 - 1997
Skills
Financial Services, Middle Office, Securities Lending, Back Office, Securities, Fixed Income
Education
Bates College
New York University - Leonard N. Stern School of Business
State Street DirectorDeustche Bank1997 - 2002
Bankers Trust 1997 - 2000
JPMorgan 1979 - 1997
Skills
Financial Services, Middle Office, Securities Lending, Back Office, Securities, Fixed Income
Education
Bates College
New York University - Leonard N. Stern School of Business
Anna Gutsin's JPMorgan Experience October 2007 - January 2009
Job Executive Director at Health Services Retirement Plan
Industry Financial Services
Experience
Health Services Retirement Plan March 2010 - Present
JPMorgan October 2007 - January 2009
Skills
Risk Management, Financial Modeling, Actuarial Science, Derivatives
Education
Binghamton University 1978 — 1982
BA, Mathematics
Binghamton University 1978 — 1982
Health Services Retirement Plan March 2010 - Present
JPMorgan October 2007 - January 2009
Skills
Risk Management, Financial Modeling, Actuarial Science, Derivatives
Education
Binghamton University 1978 — 1982
BA, Mathematics
Binghamton University 1978 — 1982
Elizabeth Thimme's JPMorgan Experience January 2012 - Present
Job Executive Director JPMorgan Private Bank
Industry Banking
Experience
JPMorgan January 2012 - Present
JPMorgan Chase 2000 - 2010
Sanford C. Bernstein January 2000 - June 2001
Education
Boston College 1994 — 1998
BS, Economics
JPMorgan January 2012 - Present
JPMorgan Chase 2000 - 2010
Sanford C. Bernstein January 2000 - June 2001
Education
Boston College 1994 — 1998
BS, Economics
William Garrett's JPMorgan Experience February 2009 - April 2010
Job Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch June 2010 - January 2011
JPMorgan February 2009 - April 2010
JPMorgan June 2006 - January 2009
Skills
Foreign Exchange Risk..., Interest Rate Risk..., Derivatives, Investments, Foreign Exchange, Capital Markets, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Management
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Real Estate
Bank of America Merrill Lynch February 2011 - Present
Bank of America Merrill Lynch June 2010 - January 2011
JPMorgan February 2009 - April 2010
JPMorgan June 2006 - January 2009
Skills
Foreign Exchange Risk..., Interest Rate Risk..., Derivatives, Investments, Foreign Exchange, Capital Markets, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Management
Baylor University - Hankamer School of Business 2002 — 2006
Finance, Real Estate
Stephen Czick's JPMorgan Experience 2003 - 2008
Job Director Institutional Sales at ETF Securities
Industry Financial Services
Experience
ETF Securities April 2014 - April 2015
Royal Bank of Scotland June 2011 - November 2012
Credit Suisse May 2008 - April 2011
JPMorgan 2003 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Valuation, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Equity Derivatives, Banking, Credit Derivatives, FX Options, Asset Management
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Economics
ETF Securities April 2014 - April 2015
Royal Bank of Scotland June 2011 - November 2012
Credit Suisse May 2008 - April 2011
JPMorgan 2003 - 2008
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Equities, Hedge Funds, Valuation, Trading Systems, Structured Products, Bloomberg, Financial Modeling, Equity Derivatives, Banking, Credit Derivatives, FX Options, Asset Management
Education
Boston College 1999 — 2003
Bachelor of Science (B.S.), Economics
Nathan Shewmaker's JPMorgan Experience 1997 - 1998
Job Analytical Applications
Industry Financial Services
Experience
ZAIS Group, LLC 2004 - Present
Banc of America Securities 2003 - 2004
RiskMetrics Group 1998 - 2003
JPMorgan 1997 - 1998
Skills
Derivatives, Fixed Income, Portfolio Management, C#, Software Development, Risk Management, SOA, SQL, Hedge Funds, Trading Systems, Bloomberg, Java
Education
Stanford University 1992 — 1994
BS, Mechanical Engineering
Biola University 1990 — 1992
Dalat School
ZAIS Group, LLC 2004 - Present
Banc of America Securities 2003 - 2004
RiskMetrics Group 1998 - 2003
JPMorgan 1997 - 1998
Skills
Derivatives, Fixed Income, Portfolio Management, C#, Software Development, Risk Management, SOA, SQL, Hedge Funds, Trading Systems, Bloomberg, Java
Education
Stanford University 1992 — 1994
BS, Mechanical Engineering
Biola University 1990 — 1992
Dalat School
Ove Fladberg's JPMorgan Experience February 2007 - Present
Job Executive Director at JPMorgan
Industry Investment Management
Experience
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
JPMorgan February 2007 - Present
JP Morgan February 2003 - February 2007
Charles Schwab January 2002 - February 2003
Skills
Alternative Investments, Portfolio Management, Equities, Hedge Funds, Asset Allocation, Fixed Income, Asset Management, Investments, Mutual Funds, Investment Management, Wealth Management, Capital Markets, Derivatives
Education
Handelshøyskolen BI 1995 — 1999
Masters of Buesiness & Economics
Masters in business and economics 1995 — 1999
Tom LoParrino's JPMorgan Experience February 2008 - Present
Job Associate at JPMorgan
Industry Investment Banking
Experience
JPMorgan February 2008 - Present
JPMorgan Chase 2008 - Present
Skills
Series 7, Equities, Fixed Income, Securities, Series 63, Investments, Asset Management, Hedge Funds, Electronic Trading, Capital Markets, Portfolio Management, Bloomberg, Options
Education
Baruch College
BBA
JPMorgan February 2008 - Present
JPMorgan Chase 2008 - Present
Skills
Series 7, Equities, Fixed Income, Securities, Series 63, Investments, Asset Management, Hedge Funds, Electronic Trading, Capital Markets, Portfolio Management, Bloomberg, Options
Education
Baruch College
BBA
Gianni Di Ciollo's JPMorgan Experience March 2010 - January 2013
Job HY, Loans & Distressed Sales
Industry Investment Banking
Experience
J.P. Morgan January 2013 - Present
JPMorgan March 2010 - January 2013
JPMorgan Chase & Co. May 2006 - March 2010
Education
Binghamton University - School of Management
J.P. Morgan January 2013 - Present
JPMorgan March 2010 - January 2013
JPMorgan Chase & Co. May 2006 - March 2010
Education
Binghamton University - School of Management
kerry leung's JPMorgan Experience February 1987 - Present
Job Assistant Treasurer, Senior Accounting Administrator
Industry Banking
Experience
JPMorgan February 1987 - Present
JPMorgan Chase 1987 - 1992
Education
Baruch College
Accounting
JPMorgan February 1987 - Present
JPMorgan Chase 1987 - 1992
Education
Baruch College
Accounting
Lynn Bottari Porter's JPMorgan Experience 1998 - 2008
Job Banking Professional
Industry Investment Banking
Experience
JPMorgan 1998 - 2008
Education
Boston College
BS
JPMorgan 1998 - 2008
Education
Boston College
BS
Diane Muratore's JPMorgan Experience 1984 - 2003
Job Second Vice President at New York Life Investments
Industry Real Estate
Experience
New York Life Investments Real Estate AppraiserIndependence Community Bank2003 - 2006
JPMorgan 1984 - 2003
Skills
Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA
Binghamton University 1980 — 1984
BA
Mamaroneck High School
New York Life Investments Real Estate AppraiserIndependence Community Bank2003 - 2006
JPMorgan 1984 - 2003
Skills
Valuation, Investments
Education
New York University - Leonard N. Stern School of Business 1985 — 1991
MBA
Binghamton University 1980 — 1984
BA
Mamaroneck High School
Jason Kroll's JPMorgan Experience Senior Managing DirectorBear Stearns2000 - 2008
Job Managing DIrector at JPMorgan
Industry Investment Banking
Experience
JPMorgan Senior Managing DirectorBear Stearns2000 - 2008
Barclays Capital 1994 - 2000
Skills
Fixed Income, Private Equity, Hedge Funds, Derivatives, Equities, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Valuation, Alternative Investments, Budgets
Education
Binghamton University
JPMorgan Senior Managing DirectorBear Stearns2000 - 2008
Barclays Capital 1994 - 2000
Skills
Fixed Income, Private Equity, Hedge Funds, Derivatives, Equities, Capital Markets, Investment Banking, Financial Modeling, Due Diligence, Valuation, Alternative Investments, Budgets
Education
Binghamton University
Renita Davis's JPMorgan Experience
Job Equity Derivatives Trade Support Specialist at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Skills
Financial Analysis, Microsoft Excel, Management, Microsoft Office, Banking, Risk Management, Financial Modeling, Finance, Equities, Investment Banking
Education
Bennett College for Women 2006 — 2010
Bachelor's Degree, International Business
JPMorgan
Skills
Financial Analysis, Microsoft Excel, Management, Microsoft Office, Banking, Risk Management, Financial Modeling, Finance, Equities, Investment Banking
Education
Bennett College for Women 2006 — 2010
Bachelor's Degree, International Business
Ramamoorthy Govindaraj's JPMorgan Experience May 2010 - July 2011
Job Software Engineer at LexisNexis
Industry Financial Services
Experience
LexisNexis August 2013 - Present
LexisNexis 2013 - 2014
iHealth Technologies July 2012 - July 2013
JPMorgan May 2010 - July 2011
American Express February 2008 - May 2010
Tenth Planet March 2005 - September 2008
Tenth Planet September 2007 - February 2008
Tenth Planet December 2006 - September 2007
Tenth Planet October 2005 - November 2006
Skills
Java Enterprise Edition, Hibernate, JBoss Application Server, Spring, Ant, Struts, Agile Methodologies, SOA, Eclipse, Oracle, Java, EJB, Maven, Websphere, AJAX, Microsoft SQL Server, Subversion, Requirements Analysis, Scrum, XSLT, JPA, Test Driven Development, MySQL
Education
BI-TECH, India 2001 — 2001
SL4, Sun Java Training Course SL
Bharathidasan University 1993 — 1996
MCA, Computer Science
Bharathidasan University 1991 — 1993
BCOM, COMMERCE
LexisNexis August 2013 - Present
LexisNexis 2013 - 2014
iHealth Technologies July 2012 - July 2013
JPMorgan May 2010 - July 2011
American Express February 2008 - May 2010
Tenth Planet March 2005 - September 2008
Tenth Planet September 2007 - February 2008
Tenth Planet December 2006 - September 2007
Tenth Planet October 2005 - November 2006
Skills
Java Enterprise Edition, Hibernate, JBoss Application Server, Spring, Ant, Struts, Agile Methodologies, SOA, Eclipse, Oracle, Java, EJB, Maven, Websphere, AJAX, Microsoft SQL Server, Subversion, Requirements Analysis, Scrum, XSLT, JPA, Test Driven Development, MySQL
Education
BI-TECH, India 2001 — 2001
SL4, Sun Java Training Course SL
Bharathidasan University 1993 — 1996
MCA, Computer Science
Bharathidasan University 1991 — 1993
BCOM, COMMERCE
Sadet Jasaroska's JPMorgan Experience August 2005 - June 2009
Job Executive Assistant to Senior Vice President at Visiting Nurse Services of New York
Industry Financial Services
Experience
Visiting Nurse Services of New York March 2010 - Present
JPMorgan August 2005 - June 2009
Bear Stearns February 2005 - August 2005
OMAL Door and Intercom January 2003 - January 2005
Skills
PeopleSoft, Recruiting, Payroll, Interviews, Management, Outlook, Process Improvement, Strategic Planning, HIPAA, Administration, Customer Service, Microsoft Excel, Healthcare Management, Access
Education
City University of New York-Baruch College 1982 — 1989
BBA, Business Administration
Visiting Nurse Services of New York March 2010 - Present
JPMorgan August 2005 - June 2009
Bear Stearns February 2005 - August 2005
OMAL Door and Intercom January 2003 - January 2005
Skills
PeopleSoft, Recruiting, Payroll, Interviews, Management, Outlook, Process Improvement, Strategic Planning, HIPAA, Administration, Customer Service, Microsoft Excel, Healthcare Management, Access
Education
City University of New York-Baruch College 1982 — 1989
BBA, Business Administration
Renata Stark's JPMorgan Experience 2000 - 2006
Job Accounting Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2010 - Present
Neuberger Berman January 2009 - July 2010
JPMorgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Fidelity Investments April 2010 - Present
Neuberger Berman January 2009 - July 2010
JPMorgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Brian Klos's JPMorgan Experience 2003 - 2005
Job Partner at Ares Management LLC
Industry Financial Services
Experience
Ares Management LLC January 2006 - Present
JPMorgan 2003 - 2005
Skills
Private Equity, Valuation, Investment Banking, LBO, Financial Modeling, Due Diligence, Alternative Investments, Corporate Finance, Investments
Education
Boston College 1999 — 2003
BS, Accounting and Finance
McQuaid 1995 — 1999
Ares Management LLC January 2006 - Present
JPMorgan 2003 - 2005
Skills
Private Equity, Valuation, Investment Banking, LBO, Financial Modeling, Due Diligence, Alternative Investments, Corporate Finance, Investments
Education
Boston College 1999 — 2003
BS, Accounting and Finance
McQuaid 1995 — 1999
Warda Khan's JPMorgan Experience
Job Natural Resources Portfolio Analyst at JPMorgan
Industry Investment Banking
Experience
JPMorgan
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance & Investments
JPMorgan
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Finance & Investments
Britt Langford's JPMorgan Experience May 1984 - Present
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan May 1984 - Present
Education
Baylor University - Hankamer School of Business 1980 — 1981
Master of Business Administration (MBA)
Baylor University 1976 — 1980
Bachelor of Business Administration (BBA), Finance, Economics
JPMorgan May 1984 - Present
Education
Baylor University - Hankamer School of Business 1980 — 1981
Master of Business Administration (MBA)
Baylor University 1976 — 1980
Bachelor of Business Administration (BBA), Finance, Economics
Patricia Withrow's JPMorgan Experience Implementations ManagerJPMorgan Chase2012 - Present
Job Project manager at Jpmorgan
Industry Management Consulting
Experience
Jpmorgan Implementations ManagerJPMorgan Chase2012 - Present
Skills
PMO, Business Analysis, Project Portfolio..., PMP, SDLC, Process Improvement, Project Delivery, Software Project...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1990
MBA
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1989
MBA
Jpmorgan Implementations ManagerJPMorgan Chase2012 - Present
Skills
PMO, Business Analysis, Project Portfolio..., PMP, SDLC, Process Improvement, Project Delivery, Software Project...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1990
MBA
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1989
MBA
Gang Luo's JPMorgan Experience January 2006 - Present
Job Application Developer at JPMorgan
Industry Financial Services
Experience
JPMorgan January 2006 - Present
Skills
Java, Tennis, Front Office Development, Murex
Education
Baylor University
Master of Science (MS)
JPMorgan January 2006 - Present
Skills
Java, Tennis, Front Office Development, Murex
Education
Baylor University
Master of Science (MS)
Lakhana Phin's JPMorgan Experience April 2012 - November 2013
Job Sales Operations, Manager at Nuance Communications
Industry Financial Services
Experience
Nuance Communications April 2015 - Present
Nuance November 2013 - April 2015
JPMorgan April 2012 - November 2013
JPMorgan 2009 - 2012
JPMorgan 2007 - 2009
Skills
Business Analysis, Business Strategy, Project Management, Project Planning, Business Planning, Metrics, Headcount Management, Capacity Assessment, Risk Management, Stakeholder Management, Business Process..., PMO, Sales Operations, Project Portfolio..., Governance, Vendor Management, Securities
Education
Boston University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Nuance Communications April 2015 - Present
Nuance November 2013 - April 2015
JPMorgan April 2012 - November 2013
JPMorgan 2009 - 2012
JPMorgan 2007 - 2009
Skills
Business Analysis, Business Strategy, Project Management, Project Planning, Business Planning, Metrics, Headcount Management, Capacity Assessment, Risk Management, Stakeholder Management, Business Process..., PMO, Sales Operations, Project Portfolio..., Governance, Vendor Management, Securities
Education
Boston University 2002 — 2006
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS